Nelson Capital Management’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 |
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|
2024
Q3 | $252K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $941K | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.82M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $4.28M | Sell |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $4.38M | Buy |
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|
2019
Q4 | $4.21M | Buy |
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