Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-181
| Closed | -$15.1K | – | 982 |
|
|
2024
Q3 | $15.1K | Buy |
+181
| New | +$15.1K | ﹤0.01% | 562 |
|
|
2024
Q2 | – | Sell |
-1,100
| Closed | -$90K | – | 882 |
|
|
2024
Q1 | $90K | Buy |
1,100
+249
| +29% | +$20.4K | 0.01% | 262 |
|
|
2023
Q4 | $69.8K | Buy |
+851
| New | +$69.8K | 0.01% | 283 |
|
|
2023
Q1 | – | Sell |
-165
| Closed | -$13.4K | – | 929 |
|
|
2022
Q4 | $13.4K | Buy |
+165
| New | +$13.4K | ﹤0.01% | 534 |
|
|
2020
Q2 | – | Sell |
-80
| Closed | -$7K | – | 858 |
|
|
2020
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 539 |
|
|
2019
Q4 | – | Sell |
-2,040
| Closed | -$173K | – | 882 |
|
|
2019
Q3 | $173K | Buy |
+2,040
| New | +$173K | 0.05% | 176 |
|
|
2019
Q1 | – | Sell |
-539
| Closed | -$45K | – | 916 |
|
|
2018
Q4 | $45K | Buy |
+539
| New | +$45K | 0.02% | 309 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1007 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 929 |
|
|
2016
Q1 | – | Sell |
-930
| Closed | -$78K | – | 1003 |
|
|
2015
Q4 | $78K | Buy |
+930
| New | +$78K | 0.06% | 220 |
|