Parcion Private Wealth’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
Q4 | – | Sell |
-5,930
| Closed | -$493K | – | 252 |
|
|
2024
Q3 | $493K | Buy |
+5,930
| New | +$493K | 0.04% | 158 |
|
|
2021
Q1 | – | Sell |
-5,220
| Closed | -$451K | – | 200 |
|
|
2020
Q4 | $451K | Sell |
5,220
-580
| -10% | -$50.1K | 0.06% | 136 |
|
|
2020
Q3 | $501K | Sell |
5,800
-1,627
| -22% | -$141K | 0.08% | 127 |
|
|
2020
Q2 | $643K | Sell |
7,427
-478
| -6% | -$41.4K | 0.11% | 109 |
|
|
2020
Q1 | $685K | Sell |
7,905
-5,253
| -40% | -$455K | 0.19% | 83 |
|
|
2019
Q4 | $1.11M | Buy |
+13,158
| New | +$1.11M | 0.24% | 69 |
|