LifePro Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $510K | Buy |
6,135
+1,465
| +31% | +$122K | 0.31% | 78 |
|
|
2024
Q2 | $381K | Sell |
4,670
-738
| -14% | -$60.3K | 0.27% | 79 |
|
|
2024
Q1 | $442K | Buy |
+5,408
| New | +$442K | 0.29% | 73 |
|
|
2023
Q2 | – | Sell |
-4,577
| Closed | -$372K | – | 130 |
|
|
2023
Q1 | $372K | Hold |
4,577
| – | – | 0.27% | 73 |
|
|
2022
Q4 | $372K | Sell |
4,577
-1,112
| -20% | -$90.3K | 0.27% | 73 |
|
|
2022
Q3 | $462K | Sell |
5,689
-80,836
| -93% | -$6.56M | 0.27% | 46 |
|
|
2022
Q2 | $7.16M | Sell |
86,525
-45,657
| -35% | -$3.78M | 3.71% | 3 |
|
|
2022
Q1 | $11M | Sell |
132,182
-15,785
| -11% | -$1.32M | 3.95% | 2 |
|
|
2021
Q4 | $12.7M | Buy |
147,967
+1,619
| +1% | +$138K | 3.74% | 3 |
|
|
2021
Q3 | $12.6M | Sell |
146,348
-2,936
| -2% | -$253K | 3.82% | 10 |
|
|
2021
Q2 | $12.9M | Buy |
149,284
+9,433
| +7% | +$813K | 3.81% | 11 |
|
|
2021
Q1 | $12.1M | Buy |
139,851
+25,637
| +22% | +$2.21M | 3.81% | 14 |
|
|
2020
Q4 | $9.87M | Buy |
114,214
+17,605
| +18% | +$1.52M | 3.06% | 15 |
|
|
2020
Q3 | $8.36M | Buy |
96,609
+15,039
| +18% | +$1.3M | 4.28% | 11 |
|
|
2020
Q2 | $7.07M | Buy |
+81,570
| New | +$7.07M | 6.09% | 7 |
|