Operose Advisors’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 |
-3,324
| Closed | -$273K | – | 668 |
|
|
2023
Q4 | $273K | Sell |
3,324
-452
| -12% | -$37.1K | 0.11% | 92 |
|
|
2023
Q3 | $306K | Buy |
+3,776
| New | +$306K | 0.12% | 87 |
|
|
2023
Q1 | – | Sell |
-1,604
| Closed | -$130K | – | 388 |
|
|
2022
Q4 | $130K | Hold |
1,604
| – | – | 0.07% | 96 |
|
|
2022
Q3 | $130K | Buy |
+1,604
| New | +$130K | 0.09% | 84 |
|