Rollins Financial’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 | $578K | Sell |
7,042
-6,612
| -48% | -$542K | 0.12% | 60 |
|
2023
Q3 | $1.11M | Sell |
13,654
-3,798
| -22% | -$308K | 0.27% | 44 |
|
2023
Q2 | $1.42M | Sell |
17,452
-2,472
| -12% | -$200K | 0.39% | 37 |
|
2023
Q1 | $1.64M | Buy |
19,924
+3,355
| +20% | +$276K | 0.54% | 38 |
|
2022
Q4 | $1.34M | Buy |
16,569
+11,449
| +224% | +$929K | 0.51% | 33 |
|
2022
Q3 | $416K | Sell |
5,120
-451
| -8% | -$36.6K | 0.15% | 61 |
|
2022
Q2 | $461K | Buy |
+5,571
| New | +$461K | 0.16% | 64 |
|