HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-209
| Closed | -$16.9K | – | 815 |
|
|
2023
Q2 | $16.9K | Buy |
209
+38
| +22% | +$3.08K | ﹤0.01% | 441 |
|
|
2023
Q1 | $14.1K | Hold |
171
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $13.9K | Hold |
171
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $14K | Sell |
171
-400
| -70% | -$32.7K | ﹤0.01% | 393 |
|
|
2022
Q2 | $47K | Buy |
571
+154
| +37% | +$12.7K | 0.01% | 289 |
|
|
2022
Q1 | $35K | Buy |
417
+17
| +4% | +$1.43K | 0.01% | 357 |
|
|
2021
Q4 | $34K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $34K | Hold |
400
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $34K | Hold |
400
| – | – | 0.01% | 341 |
|
|
2021
Q1 | $35K | Hold |
400
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $35K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $35K | Hold |
400
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $35K | Hold |
400
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $35K | Buy |
+400
| New | +$35K | 0.02% | 239 |
|