Montis Financial’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
Q4 | – | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.1M | Hold |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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