Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,110
| Closed | -$258K | – | 1105 |
|
|
2024
Q3 | $258K | Buy |
3,110
+17
| +0.5% | +$1.41K | 0.08% | 211 |
|
|
2024
Q2 | $252K | Sell |
3,093
-1,646
| -35% | -$134K | 0.07% | 215 |
|
|
2024
Q1 | $388K | Sell |
4,739
-13
| -0.3% | -$1.06K | 0.12% | 159 |
|
|
2023
Q4 | $389K | Sell |
4,752
-266
| -5% | -$21.8K | 0.13% | 151 |
|
|
2023
Q3 | $406K | Buy |
+5,018
| New | +$406K | 0.15% | 130 |
|
|
2023
Q1 | $1.05M | Buy |
+12,800
| New | +$1.05M | 0.4% | 54 |
|
|
2022
Q4 | – | Sell |
-12,771
| Closed | -$1.04M | – | 987 |
|
|
2022
Q3 | $1.04M | Sell |
12,771
-1,303
| -9% | -$106K | 0.43% | 51 |
|
|
2022
Q2 | $1.17M | Sell |
14,074
-2,453
| -15% | -$203K | 0.52% | 44 |
|
|
2022
Q1 | $1.38M | Sell |
16,527
-2,252
| -12% | -$188K | 0.56% | 44 |
|
|
2021
Q4 | $1.61M | Buy |
+18,779
| New | +$1.61M | 0.6% | 40 |
|