Rockbridge Investment Management’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
Q1 | – | Sell |
-17
| Closed | -$1.4K | – | 525 |
|
|
2023
Q4 | $1.4K | Buy |
+17
| New | +$1.4K | ﹤0.01% | 575 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1.41K | – | 500 |
|
|
2022
Q2 | $1.41K | Hold |
17
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $1.41K | Sell |
17
-1,200
| -99% | -$99.8K | ﹤0.01% | 714 |
|
|
2021
Q4 | $104K | Buy |
1,217
+1,200
| +7,059% | +$103K | 0.02% | 252 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 720 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 713 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 603 |
|