Rede 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 |
-2,450
| Closed | -$204K | – | 106 |
|
|
2024
Q3 | $204K | Sell |
2,450
-90
| -4% | -$7.48K | 0.08% | 104 |
|
|
2024
Q2 | $207K | Sell |
2,540
-130
| -5% | -$10.6K | 0.19% | 96 |
|
|
2024
Q1 | $218K | Buy |
+2,670
| New | +$218K | 0.09% | 95 |
|
|
2023
Q3 | – | Sell |
-3,543
| Closed | -$287K | – | 93 |
|
|
2023
Q2 | $287K | Buy |
+3,543
| New | +$287K | 0.14% | 75 |
|
|
2023
Q1 | – | Sell |
-3,479
| Closed | -$1.96M | – | 94 |
|
|
2022
Q4 | $1.96M | Sell |
3,479
-1,218
| -26% | -$687K | 1.05% | 14 |
|
|
2022
Q3 | $381K | Sell |
4,697
-688
| -13% | -$55.8K | 0.23% | 55 |
|
|
2022
Q2 | $446K | Sell |
5,385
-7,043
| -57% | -$583K | 0.26% | 50 |
|
|
2022
Q1 | $1.04M | Buy |
12,428
+878
| +8% | +$73.2K | 0.49% | 24 |
|
|
2021
Q4 | $987K | Buy |
11,550
+391
| +4% | +$33.4K | 0.5% | 30 |
|
|
2021
Q3 | $961K | Buy |
11,159
+3,193
| +40% | +$275K | 0.51% | 30 |
|
|
2021
Q2 | $686K | Buy |
7,966
+4,634
| +139% | +$399K | 0.37% | 38 |
|
|
2021
Q1 | $287K | Buy |
+3,332
| New | +$287K | 0.17% | 84 |
|