M Holdings Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $6.75M | Buy |
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|
2019
Q4 | $873K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $749K | Buy |
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|
2018
Q4 | $719K | Buy |
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|
2018
Q3 | $572K | Buy |
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|
2018
Q2 | $555K | Buy |
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|
2018
Q1 | $547K | Buy |
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|
2017
Q4 | $478K | Sell |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.28M | Buy |
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|
2017
Q1 | $723K | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $721K | Sell |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $2.49M | Buy |
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|
2015
Q2 | $1.45M | Sell |
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|
2015
Q1 | $1.53M | Sell |
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|
2014
Q4 | $4.08M | Sell |
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|
2014
Q3 | $4.91M | Buy |
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|
2014
Q2 | $2.37M | Buy |
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|
2014
Q1 | $1.89M | Sell |
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|
2013
Q4 | $8.05M | Buy |
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