SMI Advisory Services’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 |
-3,039
| Closed | -$251K | – | 57 |
|
|
2024
Q3 | $251K | Buy |
3,039
+16
| +0.5% | +$1.32K | 0.06% | 49 |
|
|
2024
Q2 | $247K | Buy |
+3,023
| New | +$247K | 0.06% | 52 |
|
|
2024
Q1 | – | Sell |
-273,946
| Closed | -$22.5M | – | 69 |
|
|
2023
Q4 | $22.5M | Buy |
273,946
+270,978
| +9,130% | +$22.3M | 5.69% | 6 |
|
|
2023
Q3 | $240K | Buy |
+2,968
| New | +$240K | 0.09% | 39 |
|
|
2023
Q1 | $45.5M | Sell |
561,083
-1,223
| -0.2% | -$99.3K | 15.25% | 3 |
|
|
2022
Q4 | $45.7M | Hold |
562,306
| – | – | 14.8% | 2 |
|
|
2022
Q3 | $45.7M | Buy |
562,306
+22,807
| +4% | +$1.85M | 14.85% | 2 |
|
|
2022
Q2 | $44.7M | Buy |
+539,499
| New | +$44.7M | 15.94% | 2 |
|