Safeguard 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
Q3 | – | Sell |
-1,520
| Closed | -$123K | – | 470 |
|
|
2023
Q2 | $123K | Buy |
+1,520
| New | +$123K | 0.06% | 90 |
|
|
2023
Q1 | – | Sell |
-2,770
| Closed | -$225K | – | 75 |
|
|
2022
Q4 | $225K | Sell |
2,770
-1,987
| -42% | -$161K | 0.16% | 58 |
|
|
2022
Q3 | $386K | Sell |
4,757
-2,868
| -38% | -$233K | 0.36% | 40 |
|
|
2022
Q2 | $631K | Sell |
7,625
-8,740
| -53% | -$723K | 0.75% | 26 |
|
|
2022
Q1 | $1.36M | Buy |
+16,365
| New | +$1.36M | 2.04% | 12 |
|