Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-195
| Closed | -$16.2K | – | 634 |
|
|
2024
Q3 | $16.2K | Buy |
195
+155
| +388% | +$12.8K | ﹤0.01% | 301 |
|
|
2024
Q2 | $3.23K | Hold |
40
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $3.23K | Sell |
40
-48
| -55% | -$3.93K | ﹤0.01% | 441 |
|
|
2023
Q4 | $7.18K | Buy |
88
+48
| +120% | +$3.9K | ﹤0.01% | 379 |
|
|
2023
Q3 | $3.24K | Sell |
40
-74
| -65% | -$5.99K | ﹤0.01% | 489 |
|
|
2023
Q2 | $9.27K | Sell |
114
-31
| -21% | -$2.54K | ﹤0.01% | 328 |
|
|
2023
Q1 | $12K | Hold |
145
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $11.7K | Buy |
145
+1
| +0.7% | +$81 | ﹤0.01% | 296 |
|
|
2022
Q3 | $12K | Hold |
144
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $12K | Buy |
144
+74
| +106% | +$6.14K | ﹤0.01% | 265 |
|
|
2022
Q1 | $6K | Sell |
70
-74
| -51% | -$6.25K | ﹤0.01% | 245 |
|
|
2021
Q4 | $12K | Buy |
144
+1
| +0.7% | +$86 | ﹤0.01% | 245 |
|
|
2021
Q3 | $12K | Hold |
143
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $12K | Hold |
143
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $12K | Hold |
143
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $12K | Hold |
143
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $12K | Hold |
143
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $12K | Sell |
143
-3
| -2% | -$260 | 0.01% | 174 |
|
|
2020
Q1 | $13K | Buy |
146
+1
| +0.7% | +$85 | 0.01% | 170 |
|
|
2019
Q4 | $12K | Hold |
145
| – | – | 0.01% | 190 |
|
|
2019
Q3 | $12K | Buy |
145
+33
| +29% | +$2.8K | 0.01% | 189 |
|
|
2019
Q2 | $9K | Buy |
112
+4
| +4% | +$337 | ﹤0.01% | 198 |
|
|
2019
Q1 | $9K | Hold |
108
| – | – | 0.01% | 202 |
|
|
2018
Q4 | $9K | Buy |
108
+9
| +9% | +$748 | 0.01% | 195 |
|
|
2018
Q3 | $8K | Buy |
99
+61
| +161% | +$5.07K | ﹤0.01% | 222 |
|
|
2018
Q2 | $3K | Buy |
38
+35
| +1,167% | +$2.92K | ﹤0.01% | 247 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 336 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 311 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | +$254 | ﹤0.01% | 322 |
|
Other funds holding SHY
