Pacific Wealth Management’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
Q2 | – | Sell |
-98,623
| Closed | -$8.09M | – | 23 |
|
|
2024
Q1 | $8.09M | Hold |
98,623
| – | – | 4.62% | 5 |
|
|
2023
Q4 | $8.09M | Sell |
98,623
-4,113
| -4% | -$337K | 4.62% | 5 |
|
|
2023
Q3 | $8.32M | Sell |
102,736
-115,806
| -53% | -$9.38M | 5.47% | 4 |
|
|
2023
Q2 | $17.7M | Sell |
218,542
-6,066
| -3% | -$492K | 11.52% | 4 |
|
|
2023
Q1 | $18.5M | Buy |
224,608
+12,663
| +6% | +$1.04M | 11.85% | 4 |
|
|
2022
Q4 | $17.2M | Buy |
211,945
+1,063
| +0.5% | +$86.3K | 12.65% | 3 |
|
|
2022
Q3 | $17.1M | Buy |
+210,882
| New | +$17.1M | 15.2% | 3 |
|