Legacy Capital Group California’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 |
-3,346
| Closed | -$273K | – | 345 |
|
|
2024
Q2 | $273K | Sell |
3,346
-400
| -11% | -$32.7K | 0.1% | 243 |
|
|
2024
Q1 | $306K | Sell |
3,746
-207
| -5% | -$16.9K | 0.11% | 219 |
|
|
2023
Q4 | $324K | Sell |
3,953
-616
| -13% | -$50.5K | 0.13% | 210 |
|
|
2023
Q3 | $370K | Sell |
4,569
-8
| -0.2% | -$648 | 0.16% | 180 |
|
|
2023
Q2 | $371K | Buy |
4,577
+1,638
| +56% | +$133K | 0.15% | 189 |
|
|
2023
Q1 | $241K | Buy |
+2,939
| New | +$241K | 0.12% | 213 |
|