RPg Family Wealth Advisory’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
Q4 | – | Sell |
-12,671
| Closed | -$1.05M | – | 80 |
|
|
2024
Q3 | $1.05M | Buy |
+12,671
| New | +$1.05M | 0.34% | 64 |
|
|
2022
Q1 | – | Sell |
-1,119
| Closed | -$95.7K | – | 352 |
|
|
2021
Q4 | $95.7K | Hold |
1,119
| – | – | 0.04% | 138 |
|
|
2021
Q3 | $96.4K | Hold |
1,119
| – | – | 0.04% | 141 |
|
|
2021
Q2 | $96.4K | Buy |
+1,119
| New | +$96.4K | 0.04% | 146 |
|
|
2020
Q4 | $87.5K | Buy |
1,013
+5
| +0.5% | +$432 | 0.04% | 141 |
|
|
2020
Q3 | $87.2K | Sell |
1,008
-7
| -0.7% | -$606 | 0.05% | 141 |
|
|
2020
Q2 | $87.9K | Sell |
1,015
-47
| -4% | -$4.07K | 0.05% | 138 |
|
|
2020
Q1 | $92K | Buy |
+1,062
| New | +$92K | 0.07% | 107 |
|
|
2018
Q2 | – | Sell |
-296
| Closed | -$24.7K | – | 281 |
|
|
2018
Q1 | $24.7K | Hold |
296
| – | – | 0.02% | 181 |
|
|
2017
Q4 | $24.8K | Sell |
296
-740
| -71% | -$62K | 0.02% | 189 |
|
|
2017
Q3 | $87.5K | Buy |
+1,036
| New | +$87.5K | 0.07% | 87 |
|