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