Insight Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $8.51M | Buy |
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2024
Q1 | $8.13M | Buy |
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|
2023
Q4 | $6.26M | Buy |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $4.57M | Sell |
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|
2023
Q1 | $4.65M | Sell |
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|
2022
Q4 | $4.9M | Sell |
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|
2022
Q3 | $9.89M | Hold |
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|
2022
Q2 | $9.89M | Sell |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $794K | Sell |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $3.41M | Buy |
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