Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,428
| Closed | -$684K | – | 374 |
|
|
2022
Q4 | $684K | Buy |
8,428
+369
| +5% | +$30K | 0.15% | 158 |
|
|
2022
Q3 | $654K | Buy |
+8,059
| New | +$654K | 0.15% | 153 |
|
|
2022
Q2 | – | Sell |
-2,520
| Closed | -$210K | – | 407 |
|
|
2022
Q1 | $210K | Hold |
2,520
| – | – | 0.04% | 365 |
|
|
2021
Q4 | $216K | Buy |
+2,520
| New | +$216K | 0.03% | 373 |
|
|
2021
Q1 | – | Sell |
-11,180
| Closed | -$966K | – | 343 |
|
|
2020
Q4 | $966K | Buy |
+11,180
| New | +$966K | 0.2% | 125 |
|