Main Street Financial Solutions’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
-6,796
Closed -$550K 469
2023
Q3
$550K Sell
6,796
-2,248
-25% -$182K 0.08% 236
2023
Q2
$733K Sell
9,044
-14,142
-61% -$1.15M 0.1% 198
2023
Q1
$1.9M Sell
23,186
-50,692
-69% -$4.16M 0.28% 74
2022
Q4
$6M Buy
73,878
+829
+1% +$67.3K 0.95% 19
2022
Q3
$5.93M Buy
73,049
+30,848
+73% +$2.51M 0.98% 23
2022
Q2
$3.49M Buy
42,201
+484
+1% +$40.1K 0.45% 47
2022
Q1
$3.48M Buy
41,717
+5,968
+17% +$497K 0.51% 39
2021
Q4
$3.06M Sell
35,749
-27,942
-44% -$2.39M 0.43% 49
2021
Q3
$5.49M Sell
63,691
-4,182
-6% -$360K 0.84% 23
2021
Q2
$5.85M Buy
67,873
+44,134
+186% +$3.8M 0.95% 21
2021
Q1
$2.05M Buy
23,739
+21,299
+873% +$1.84M 0.36% 60
2020
Q4
$211K Buy
+2,440
New +$211K 0.04% 362