Jessup Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,061
| Closed | -$251K | – | 65 |
|
|
2023
Q4 | $251K | Sell |
3,061
-2,732
| -47% | -$224K | 0.13% | 44 |
|
|
2023
Q3 | $469K | Buy |
5,793
+8
| +0.1% | +$648 | 0.27% | 41 |
|
|
2023
Q2 | $469K | Sell |
5,785
-4,023
| -41% | -$326K | 0.25% | 43 |
|
|
2023
Q1 | $806K | Buy |
9,808
+1,891
| +24% | +$155K | 0.48% | 36 |
|
|
2022
Q4 | $643K | Buy |
+7,917
| New | +$643K | 0.41% | 38 |
|