Oxford Financial Group’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
Q3 | – | Sell |
-962
| Closed | -$78.5K | – | 325 |
|
|
2024
Q2 | $78.5K | Hold |
962
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $78.7K | Sell |
962
-265
| -22% | -$21.7K | 0.01% | 239 |
|
|
2023
Q4 | $101K | Buy |
+1,227
| New | +$101K | 0.01% | 247 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$3K | – | 285 |
|
|
2022
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 257 |
|
|
2021
Q4 | – | Sell |
-180
| Closed | -$16K | – | 281 |
|
|
2021
Q3 | $16K | Buy |
+180
| New | +$16K | ﹤0.01% | 233 |
|