Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $5.3M | Sell |
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2022
Q1 | $29.7M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $21K | Sell |
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|
2021
Q2 | $9.55M | Buy |
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|
2021
Q1 | $9.46M | Sell |
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|
2020
Q4 | $9.53M | Sell |
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|
2020
Q3 | $26M | Buy |
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|
2020
Q2 | $10.6M | Sell |
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|
2020
Q1 | $14.2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.19M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5.25M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $314K | Buy |
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