Icon Wealth Partners’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 | $801K | Buy |
9,898
+1,028
| +12% | +$83.2K | 0.09% | 137 |
|
|
2023
Q2 | $719K | Buy |
8,870
+5,328
| +150% | +$432K | 0.08% | 156 |
|
|
2023
Q1 | $291K | Buy |
+3,542
| New | +$291K | 0.03% | 262 |
|
|
2022
Q2 | – | Sell |
-5,261
| Closed | -$439K | – | 333 |
|
|
2022
Q1 | $439K | Sell |
5,261
-3,461
| -40% | -$289K | 0.04% | 222 |
|
|
2021
Q4 | $746K | Buy |
8,722
+2,159
| +33% | +$185K | 0.07% | 174 |
|
|
2021
Q3 | $565K | Buy |
6,563
+713
| +12% | +$61.4K | 0.06% | 210 |
|
|
2021
Q2 | $504K | Buy |
+5,850
| New | +$504K | 0.05% | 225 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$6K | – | 643 |
|
|
2017
Q4 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 762 |
|