Lake Street Private Wealth’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
Q3 | – | Sell |
-9,062
| Closed | -$740K | – | 313 |
|
|
2024
Q2 | $740K | Buy |
9,062
+40
| +0.4% | +$3.27K | 0.1% | 175 |
|
|
2024
Q1 | $738K | Sell |
9,022
-10
| -0.1% | -$818 | 0.1% | 179 |
|
|
2023
Q4 | $741K | Buy |
9,032
+425
| +5% | +$34.9K | 0.12% | 162 |
|
|
2023
Q3 | $697K | Buy |
8,607
+2,055
| +31% | +$166K | 0.13% | 157 |
|
|
2023
Q2 | $531K | Buy |
6,552
+413
| +7% | +$33.5K | 0.09% | 179 |
|
|
2023
Q1 | $504K | Buy |
6,139
+1,238
| +25% | +$102K | 0.09% | 180 |
|
|
2022
Q4 | $398K | Buy |
+4,901
| New | +$398K | 0.08% | 193 |
|