Marcum Wealth’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
Q2 | – | Sell |
-2,759
| Closed | -$227K | – | 398 |
|
|
2023
Q1 | $227K | Sell |
2,759
-2,942
| -52% | -$242K | 0.03% | 298 |
|
|
2022
Q4 | $463K | Sell |
5,701
-57
| -1% | -$4.63K | 0.06% | 180 |
|
|
2022
Q3 | $468K | Buy |
+5,758
| New | +$468K | 0.07% | 161 |
|
|
2020
Q3 | – | Sell |
-3,141
| Closed | -$272K | – | 129 |
|
|
2020
Q2 | $272K | Sell |
3,141
-58
| -2% | -$5.02K | 0.08% | 91 |
|
|
2020
Q1 | $277K | Buy |
3,199
+341
| +12% | +$29.5K | 0.11% | 69 |
|
|
2019
Q4 | $242K | Buy |
+2,858
| New | +$242K | 0.09% | 87 |
|