Sheets Smith Wealth Management’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 | – | Sell |
-286
| Closed | -$23.2K | – | 469 |
|
|
2023
Q3 | $23.2K | Buy |
+286
| New | +$23.2K | ﹤0.01% | 428 |
|
|
2020
Q4 | – | Sell |
-2,428
| Closed | -$210K | – | 342 |
|
|
2020
Q3 | $210K | Buy |
2,428
+4
| +0.2% | +$346 | 0.04% | 279 |
|
|
2020
Q2 | $210K | Buy |
2,424
+7
| +0.3% | +$606 | 0.04% | 241 |
|
|
2020
Q1 | $209K | Buy |
+2,417
| New | +$209K | 0.04% | 254 |
|