Rise 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 | – | Sell |
-1
| Closed | -$49 | – | 684 |
|
|
2023
Q3 | $49 | Sell |
1
-252
| -100% | -$12.3K | ﹤0.01% | 637 |
|
|
2023
Q2 | $20.5K | Buy |
253
+2
| +0.8% | +$162 | 0.02% | 237 |
|
|
2023
Q1 | $20.6K | Buy |
251
+1
| +0.4% | +$82 | 0.02% | 248 |
|
|
2022
Q4 | $20.3K | Buy |
250
+2
| +0.8% | +$163 | 0.02% | 249 |
|
|
2022
Q3 | $20K | Hold |
248
| – | – | 0.02% | 248 |
|
|
2022
Q2 | $21K | Buy |
248
+54
| +28% | +$4.57K | 0.02% | 234 |
|
|
2022
Q1 | $16K | Hold |
194
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $16.6K | Buy |
+194
| New | +$16.6K | 0.02% | 265 |
|