Provence Wealth Management Group’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
Q4 | $782K | Buy |
9,533
+241
| +3% | +$19.8K | 0.42% | 53 |
|
|
2023
Q3 | $752K | Buy |
9,292
+596
| +7% | +$48.3K | 0.46% | 47 |
|
|
2023
Q2 | $705K | Buy |
8,696
+2,034
| +31% | +$165K | 0.41% | 50 |
|
|
2023
Q1 | $547K | Sell |
6,662
-1,935
| -23% | -$159K | 0.36% | 66 |
|
|
2022
Q4 | $698K | Buy |
8,597
+2,030
| +31% | +$165K | 0.57% | 41 |
|
|
2022
Q3 | $533K | Buy |
6,567
+1
| +0% | +$81 | 0.7% | 29 |
|
|
2022
Q2 | $544K | Hold |
6,566
| – | – | 0.71% | 33 |
|
|
2022
Q1 | $547K | Buy |
6,566
+287
| +5% | +$23.9K | 0.63% | 31 |
|
|
2021
Q4 | $537K | Buy |
+6,279
| New | +$537K | 0.61% | 36 |
|