LRWA
Long Run Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,724
| Closed | -$2.9M | – | 93 |
|
|
2023
Q2 | $2.9M | Sell |
35,724
-76,177
| -68% | -$6.18M | 0.92% | 27 |
|
|
2023
Q1 | $9.19M | Buy |
111,901
+336
| +0.3% | +$27.6K | 3.13% | 10 |
|
|
2022
Q4 | $9.06M | Buy |
111,565
+12,651
| +13% | +$1.03M | 3.26% | 10 |
|
|
2022
Q3 | $8.03M | Buy |
+98,914
| New | +$8.03M | 3.18% | 9 |
|