IMA Advisory Services’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
Q4 | – | Sell |
-5,160
| Closed | -$418K | – | 237 |
|
|
2023
Q3 | $418K | Hold |
5,160
| – | – | 0.11% | 120 |
|
|
2023
Q2 | $418K | Hold |
5,160
| – | – | 0.11% | 119 |
|
|
2023
Q1 | $424K | Hold |
5,160
| – | – | 0.11% | 118 |
|
|
2022
Q4 | $419K | Hold |
5,160
| – | – | 0.11% | 118 |
|
|
2022
Q3 | $419K | Hold |
5,160
| – | – | 0.11% | 115 |
|
|
2022
Q2 | $427K | Hold |
5,160
| – | – | 0.1% | 119 |
|
|
2022
Q1 | $430K | Hold |
5,160
| – | – | 0.1% | 102 |
|
|
2021
Q4 | $441K | Hold |
5,160
| – | – | 0.1% | 110 |
|
|
2021
Q3 | $445K | Hold |
5,160
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $445K | Hold |
5,160
| – | – | 0.1% | 103 |
|
|
2021
Q1 | $445K | Hold |
5,160
| – | – | 0.11% | 98 |
|
|
2020
Q4 | $446K | Buy |
5,160
+1,160
| +29% | +$100K | 0.13% | 92 |
|
|
2020
Q3 | $346K | Hold |
4,000
| – | – | 0.12% | 102 |
|
|
2020
Q2 | $346K | Hold |
4,000
| – | – | 0.13% | 100 |
|
|
2020
Q1 | $347K | Buy |
+4,000
| New | +$347K | 0.15% | 91 |
|