KFS
Kelly Financial Services’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
Q3 | – | Hold |
0
| – | – | – | 642 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$726 | – | 786 |
|
|
2024
Q1 | $726 | Sell |
9
-4
| -31% | -$323 | ﹤0.01% | 686 |
|
|
2023
Q4 | $1.07K | Sell |
13
-2
| -13% | -$164 | ﹤0.01% | 647 |
|
|
2023
Q3 | $1.25K | Sell |
15
-91,650
| -100% | -$7.61M | ﹤0.01% | 599 |
|
|
2023
Q2 | $7.43M | Buy |
91,665
+4,196
| +5% | +$340K | 3.52% | 6 |
|
|
2023
Q1 | $7.19M | Buy |
+87,469
| New | +$7.19M | 3.63% | 5 |
|