Integrated Investment Consultants’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
Q1 | – | Sell |
-22,878
| Closed | -$1.86M | – | 281 |
|
|
2022
Q4 | $1.86M | Hold |
22,878
| – | – | 0.63% | 29 |
|
|
2022
Q3 | $1.86M | Buy |
22,878
+3,061
| +15% | +$249K | 0.74% | 24 |
|
|
2022
Q2 | $1.64M | Sell |
19,817
-19,471
| -50% | -$1.61M | 0.59% | 30 |
|
|
2022
Q1 | $3.28M | Buy |
+39,288
| New | +$3.28M | 0.89% | 20 |
|
|
2018
Q2 | – | Sell |
-15,633
| Closed | -$1.31M | – | 606 |
|
|
2018
Q1 | $1.31M | Buy |
+15,633
| New | +$1.31M | 0.52% | 28 |
|
|
2017
Q3 | $1.32M | Hold |
15,633
| – | – | 0.57% | 23 |
|
|
2017
Q2 | $1.32M | Sell |
15,633
-477
| -3% | -$40.3K | 0.6% | 22 |
|
|
2017
Q1 | $1.36M | Hold |
16,110
| – | – | 0.62% | 21 |
|
|
2016
Q4 | $1.36M | Hold |
16,110
| – | – | 0.65% | 21 |
|
|
2016
Q3 | $1.37M | Hold |
16,110
| – | – | 0.7% | 19 |
|
|
2016
Q2 | $1.38M | Sell |
16,110
-45
| -0.3% | -$3.84K | 0.78% | 22 |
|
|
2016
Q1 | $1.37M | Buy |
+16,155
| New | +$1.37M | 0.79% | 17 |
|