NEIRG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-124,842
| Closed | -$10.1M | – | 98 |
|
|
2023
Q2 | $10.1M | Sell |
124,842
-412
| -0.3% | -$33.4K | 1.87% | 16 |
|
|
2023
Q1 | $10.3M | Sell |
125,254
-305,099
| -71% | -$25.1M | 1.78% | 18 |
|
|
2022
Q4 | $34.9M | Buy |
430,353
+27,824
| +7% | +$2.26M | 6.56% | 1 |
|
|
2022
Q3 | $32.7M | Buy |
402,529
+306,429
| +319% | +$24.9M | 6.54% | 1 |
|
|
2022
Q2 | $7.96M | Buy |
+96,100
| New | +$7.96M | 1.74% | 18 |
|