Measured Wealth Private Client Group’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 |
-6,642
| Closed | -$546K | – | 195 |
|
|
2023
Q1 | $546K | Buy |
6,642
+3,375
| +103% | +$277K | 0.21% | 73 |
|
|
2022
Q4 | $265K | Sell |
3,267
-10,166
| -76% | -$825K | 0.11% | 134 |
|
|
2022
Q3 | $1.09M | Buy |
+13,433
| New | +$1.09M | 0.48% | 29 |
|
|
2019
Q3 | – | Sell |
-4,296
| Closed | -$364K | – | 192 |
|
|
2019
Q2 | $364K | Buy |
+4,296
| New | +$364K | 0.21% | 101 |
|