Heritage Wealth Management (Arizona)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.74M | Buy |
21,416
+10,411
| +95% | +$845K | 0.25% | 68 |
|
|
2022
Q3 | $894K | Buy |
11,005
+2,495
| +29% | +$203K | 0.29% | 61 |
|
|
2022
Q2 | $705K | Buy |
8,510
+8,507
| +283,567% | +$704K | 0.23% | 74 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 996 |
|
|
2021
Q3 | $0 | Sell |
3
-56
| -95% | – | ﹤0.01% | 925 |
|
|
2021
Q2 | $5K | Sell |
59
-422
| -88% | -$35.8K | ﹤0.01% | 756 |
|
|
2021
Q1 | $41K | Buy |
+481
| New | +$41K | 0.02% | 407 |
|