Rainsberger Wealth 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
Q4 | $4.27M | Sell |
52,082
-1,857
| -3% | -$152K | 2.33% | 14 |
|
|
2023
Q3 | $4.37M | Sell |
53,939
-920
| -2% | -$74.5K | 2.68% | 13 |
|
|
2023
Q2 | $4.45M | Buy |
54,859
+313
| +0.6% | +$25.4K | 2.68% | 13 |
|
|
2023
Q1 | $4.48M | Buy |
54,546
+456
| +0.8% | +$37.5K | 2.66% | 14 |
|
|
2022
Q4 | $4.39M | Buy |
54,090
+3,634
| +7% | +$295K | 2.79% | 13 |
|
|
2022
Q3 | $4.1M | Buy |
+50,456
| New | +$4.1M | 2.81% | 15 |
|