Nicolet Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,627
| Closed | -$215K | – | 353 |
|
|
2023
Q4 | $215K | Sell |
2,627
-1,247
| -32% | -$102K | 0.02% | 300 |
|
|
2023
Q3 | $313K | Sell |
3,874
-5,817
| -60% | -$470K | 0.03% | 221 |
|
|
2023
Q2 | $782K | Sell |
9,691
-3,194
| -25% | -$258K | 0.09% | 112 |
|
|
2023
Q1 | $1.06M | Buy |
12,885
+5,231
| +68% | +$431K | 0.12% | 89 |
|
|
2022
Q4 | $625K | Buy |
+7,654
| New | +$625K | 0.08% | 111 |
|