Liberty 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
Q4 | – | Sell |
-2,740
| Closed | -$222K | – | 186 |
|
|
2023
Q3 | $222K | Sell |
2,740
-26,539
| -91% | -$2.15M | 0.06% | 159 |
|
|
2023
Q2 | $2.37M | Buy |
29,279
+1,587
| +6% | +$129K | 0.59% | 34 |
|
|
2023
Q1 | $2.28M | Buy |
+27,692
| New | +$2.28M | 0.47% | 47 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | – | – | 1171 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1040 |
|
|
2020
Q4 | $0 | Sell |
10
-17
| -63% | – | ﹤0.01% | 1066 |
|
|
2020
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 777 |
|
|
2020
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 751 |
|