ICA Group Wealth Management’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
Q2 | – | Sell |
-1,149
| Closed | -$94K | – | 1240 |
|
|
2024
Q1 | $94K | Sell |
1,149
-640
| -36% | -$52.3K | 0.02% | 410 |
|
|
2023
Q4 | $147K | Buy |
+1,789
| New | +$147K | 0.03% | 299 |
|
|
2023
Q3 | – | Sell |
-2,229
| Closed | -$181K | – | 1052 |
|
|
2023
Q2 | $181K | Buy |
2,229
+1,597
| +253% | +$129K | 0.05% | 245 |
|
|
2023
Q1 | $51.9K | Sell |
632
-528
| -46% | -$43.4K | 0.01% | 480 |
|
|
2022
Q4 | $94.2K | Buy |
+1,160
| New | +$94.2K | 0.02% | 375 |
|