Monument Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-86,302
| Closed | -$7.01M | – | 165 |
|
|
2022
Q3 | $7.01M | Buy |
86,302
+59,798
| +226% | +$4.86M | 2.63% | 8 |
|
|
2022
Q2 | $2.19M | Buy |
+26,504
| New | +$2.19M | 0.83% | 28 |
|
|
2022
Q1 | – | Sell |
-57,312
| Closed | -$4.9M | – | 154 |
|
|
2021
Q4 | $4.9M | Buy |
57,312
+52,297
| +1,043% | +$4.47M | 1.52% | 10 |
|
|
2021
Q3 | $432K | Buy |
5,015
+1,426
| +40% | +$123K | 0.15% | 111 |
|
|
2021
Q2 | $309K | Buy |
+3,589
| New | +$309K | 0.11% | 117 |
|
|
2021
Q1 | – | Sell |
-29,256
| Closed | -$2.53M | – | 112 |
|
|
2020
Q4 | $2.53M | Buy |
29,256
+2,578
| +10% | +$223K | 1.17% | 36 |
|
|
2020
Q3 | $2.31M | Buy |
26,678
+4,610
| +21% | +$399K | 1.22% | 33 |
|
|
2020
Q2 | $1.91M | Buy |
22,068
+3,035
| +16% | +$263K | 1.12% | 45 |
|
|
2020
Q1 | $1.65M | Buy |
19,033
+2,147
| +13% | +$186K | 1.19% | 44 |
|
|
2019
Q4 | $1.43M | Buy |
16,886
+1,860
| +12% | +$157K | 0.73% | 57 |
|
|
2019
Q3 | $1.28M | Buy |
15,026
+309
| +2% | +$26.2K | 0.69% | 60 |
|
|
2019
Q2 | $1.25M | Buy |
14,717
+4,987
| +51% | +$422K | 0.67% | 62 |
|
|
2019
Q1 | $818K | Buy |
9,730
+2,334
| +32% | +$196K | 0.47% | 66 |
|
|
2018
Q4 | $618K | Buy |
7,396
+3,321
| +81% | +$277K | 0.39% | 67 |
|
|
2018
Q3 | $339K | Buy |
+4,075
| New | +$339K | 0.19% | 75 |
|