Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,745
| Closed | -$235K | – | 161 |
|
|
2021
Q4 | $235K | Sell |
2,745
-1,214
| -31% | -$104K | 0.03% | 141 |
|
|
2021
Q3 | $341K | Sell |
3,959
-522
| -12% | -$45K | 0.05% | 133 |
|
|
2021
Q2 | $386K | Sell |
4,481
-15,688
| -78% | -$1.35M | 0.06% | 128 |
|
|
2021
Q1 | $1.74M | Buy |
20,169
+184
| +0.9% | +$15.9K | 0.31% | 76 |
|
|
2020
Q4 | $1.73M | Sell |
19,985
-651
| -3% | -$56.2K | 0.36% | 70 |
|
|
2020
Q3 | $1.79M | Buy |
20,636
+16,157
| +361% | +$1.4M | 0.44% | 63 |
|
|
2020
Q2 | $388K | Buy |
+4,479
| New | +$388K | 0.11% | 74 |
|
|
2019
Q3 | – | Sell |
-3,604
| Closed | -$306K | – | 106 |
|
|
2019
Q2 | $306K | Sell |
3,604
-2,400
| -40% | -$204K | 0.1% | 94 |
|
|
2019
Q1 | $505K | Buy |
6,004
+6,000
| +150,000% | +$505K | 0.18% | 88 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 416 |
|
|
2015
Q4 | – | Sell |
-268
| Closed | -$23K | – | 252 |
|
|
2015
Q3 | $23K | Hold |
268
| – | – | 0.02% | 222 |
|
|
2015
Q2 | $23K | Hold |
268
| – | – | 0.02% | 238 |
|
|
2015
Q1 | $23K | Hold |
268
| – | – | 0.02% | 236 |
|
|
2014
Q4 | $23K | Buy |
+268
| New | +$23K | 0.02% | 229 |
|