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Intelligence Driven Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,257
Closed -$515K 106
2023
Q4
$515K Sell
6,257
-1,738
-22% -$143K 0.08% 54
2023
Q3
$646K Sell
7,995
-39,974
-83% -$3.23M 0.11% 43
2023
Q2
$3.87M Sell
47,969
-620,596
-93% -$50.1M 0.68% 22
2023
Q1
$55.1M Buy
668,565
+19,667
+3% +$1.62M 9.9% 2
2022
Q4
$52.9M Buy
+648,898
New +$52.9M 9.7% 2
2019
Q1
Sell
-6,226
Closed -$518K 104
2018
Q4
$518K Buy
+6,226
New +$518K 0.33% 52