SBB Research Group’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 | $221K | Hold |
2,727
| – | – | 0.39% | 31 |
|
|
2023
Q2 | $221K | Buy |
+2,727
| New | +$221K | 0.4% | 31 |
|
|
2022
Q4 | – | Sell |
-3,076
| Closed | -$250K | – | 66 |
|
|
2022
Q3 | $250K | Sell |
3,076
-155,500
| -98% | -$12.6M | 0.35% | 27 |
|
|
2022
Q2 | $13.1M | Sell |
158,576
-568,000
| -78% | -$47M | 5.26% | 6 |
|
|
2022
Q1 | $60.6M | Sell |
726,576
-947,974
| -57% | -$79M | 13.07% | 4 |
|
|
2021
Q4 | $143M | Buy |
+1,674,550
| New | +$143M | 21.43% | 2 |
|