O'Donnell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,809
| Closed | -$309K | – | 23 |
|
|
2022
Q4 | $309K | Hold |
3,809
| – | – | 2.84% | 12 |
|
|
2022
Q3 | $309K | Hold |
3,809
| – | – | 1.08% | 14 |
|
|
2022
Q2 | $316K | Hold |
3,809
| – | – | 0.26% | 25 |
|
|
2022
Q1 | $317K | Sell |
3,809
-284
| -7% | -$23.6K | 0.14% | 31 |
|
|
2021
Q4 | $348K | Sell |
4,093
-66,828
| -94% | -$5.68M | 0.16% | 32 |
|
|
2021
Q3 | $6.11M | Buy |
+70,921
| New | +$6.11M | 2.94% | 10 |
|