Paradigm Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.24M | Sell |
14,505
-164
| -1% | -$14K | 0.27% | 69 |
|
|
2021
Q3 | $1.26M | Sell |
14,669
-123
| -0.8% | -$10.6K | 0.29% | 69 |
|
|
2021
Q2 | $1.27M | Sell |
14,792
-3,096
| -17% | -$267K | 0.28% | 74 |
|
|
2021
Q1 | $1.54M | Sell |
17,888
-10,239
| -36% | -$883K | 0.37% | 62 |
|
|
2020
Q4 | $2.43M | Sell |
28,127
-46,611
| -62% | -$4.03M | 0.66% | 40 |
|
|
2020
Q3 | $6.47M | Buy |
+74,738
| New | +$6.47M | 1.83% | 16 |
|
|
2014
Q2 | – | Sell |
-690
| Closed | -$58K | – | 197 |
|
|
2014
Q1 | $58K | Hold |
690
| – | – | 0.05% | 111 |
|
|
2013
Q4 | $58K | Buy |
+690
| New | +$58K | 0.06% | 122 |
|