Pettinga 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,259
| Closed | -$1.72M | – | 111 |
|
|
2023
Q2 | $1.72M | Buy |
21,259
+768
| +4% | +$62.3K | 0.51% | 36 |
|
|
2023
Q1 | $1.68M | Buy |
+20,491
| New | +$1.68M | 0.52% | 36 |
|
|
2020
Q1 | – | Sell |
-6,188
| Closed | -$524K | – | 91 |
|
|
2019
Q4 | $524K | Sell |
6,188
-561
| -8% | -$47.5K | 0.28% | 51 |
|
|
2019
Q3 | $572K | Sell |
6,749
-1,526
| -18% | -$129K | 0.31% | 51 |
|
|
2019
Q2 | $702K | Buy |
8,275
+206
| +3% | +$17.5K | 0.37% | 41 |
|
|
2019
Q1 | $679K | Buy |
8,069
+2,189
| +37% | +$184K | 0.36% | 44 |
|
|
2018
Q4 | $492K | Buy |
+5,880
| New | +$492K | 0.32% | 52 |
|