RG
Retirement Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.1M | Buy |
135,774
+3,137
| +2% | +$257K | 3.98% | 4 |
|
|
2023
Q4 | $10.9M | Buy |
132,637
+8,775
| +7% | +$720K | 4.39% | 3 |
|
|
2023
Q3 | $10M | Buy |
123,862
+8,640
| +7% | +$700K | 4.18% | 4 |
|
|
2023
Q2 | $9.34M | Buy |
115,222
+10,106
| +10% | +$819K | 3.89% | 7 |
|
|
2023
Q1 | $8.64M | Buy |
105,116
+17,572
| +20% | +$1.44M | 3.94% | 7 |
|
|
2022
Q4 | $7.11M | Buy |
87,544
+84,940
| +3,262% | +$6.89M | 3.45% | 8 |
|
|
2022
Q3 | $211K | Sell |
2,604
-2,614
| -50% | -$212K | 0.17% | 53 |
|
|
2022
Q2 | $432K | Sell |
5,218
-38,320
| -88% | -$3.17M | 0.18% | 68 |
|
|
2022
Q1 | $3.63M | Buy |
43,538
+38,438
| +754% | +$3.2M | 1.4% | 16 |
|
|
2021
Q4 | $436K | Hold |
5,100
| – | – | 0.19% | 71 |
|
|
2021
Q3 | $439K | Sell |
5,100
-184
| -3% | -$15.8K | 0.2% | 77 |
|
|
2021
Q2 | $455K | Hold |
5,284
| – | – | 0.22% | 68 |
|
|
2021
Q1 | $456K | Hold |
5,284
| – | – | 0.21% | 76 |
|
|
2020
Q4 | $456K | Sell |
5,284
-2,071
| -28% | -$179K | 0.21% | 76 |
|
|
2020
Q3 | $636K | Buy |
7,355
+1,078
| +17% | +$93.2K | 0.36% | 54 |
|
|
2020
Q2 | $544K | Buy |
+6,277
| New | +$544K | 0.34% | 57 |
|
|
2019
Q4 | $467K | Buy |
+5,513
| New | +$467K | 0.3% | 62 |
|