SNS Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SNS Financial Group’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,834	Closed	-$230K	–	193
2023 Q2	$230K	Sell	2,834 -250	-8%	-$20.4K	0.03%	166
2023 Q1	$253K	Hold	3,084	–	–	0.03%	161
2022 Q4	$250K	Sell	3,084 -282	-8%	-$22.9K	0.03%	169
2022 Q3	$273K	Sell	3,366 -86	-2%	-$7.08K	0.04%	150
2022 Q2	$286K	Sell	3,452 -339	-9%	-$28.1K	0.04%	151
2022 Q1	$316K	Hold	3,791	–	–	0.04%	162
2021 Q4	$324K	Sell	3,791 -492	-11%	-$42.2K	0.04%	171
2021 Q3	$369K	Hold	4,283	–	–	0.05%	147
2021 Q2	$369K	Sell	4,283 -591	-12%	-$51K	0.05%	148
2021 Q1	$420K	Sell	4,874 -4,950	-50%	-$427K	0.06%	131
2020 Q4	$849K	Sell	9,824 -4,237	-30%	-$366K	0.13%	94
2020 Q3	$1.22M	Buy	14,061 +3,123	+29%	+$270K	0.2%	75
2020 Q2	$947K	Sell	10,938 -2,114	-16%	-$183K	0.18%	83
2020 Q1	$1.13M	Sell	13,052 -2,080	-14%	-$178K	0.24%	80
2019 Q4	$1.28M	Sell	15,132 -365	-2%	-$30.9K	0.24%	71
2019 Q3	$1.31M	Buy	15,497 +377	+2%	+$31.9K	0.27%	64
2019 Q2	$1.28M	Buy	15,120 +2,251	+17%	+$190K	0.26%	69
2019 Q1	$1.08M	Sell	12,869 -133	-1%	-$11.1K	0.24%	68
2018 Q4	$1.09M	Buy	13,002 +2,979	+30%	+$248K	0.28%	69
2018 Q3	$833K	Sell	10,023 -37	-0.4%	-$3.08K	0.2%	79
2018 Q2	$839K	Sell	10,060 -2,802	-22%	-$233K	0.22%	71
2018 Q1	$1.07M	Sell	12,862 -1,099	-8%	-$91.8K	0.29%	61
2017 Q4	$1.17M	Sell	13,961 -1,403	-9%	-$118K	0.28%	65
2017 Q3	$1.3M	Sell	15,364 -2,038	-12%	-$172K	0.33%	61
2017 Q2	$1.47M	Sell	17,402 -1,830	-10%	-$155K	0.39%	61
2017 Q1	$1.63M	Sell	19,232 -8,065	-30%	-$681K	0.42%	58
2016 Q4	$2.31M	Buy	27,297 +975	+4%	+$82.5K	0.7%	40
2016 Q3	$2.24M	Buy	26,322 +3,492	+15%	+$297K	0.8%	33
2016 Q2	$1.95M	Buy	22,830 +2,576	+13%	+$219K	0.75%	32
2016 Q1	$1.72M	Buy	20,254 +2,264	+13%	+$192K	0.67%	35
2015 Q4	$1.52M	Sell	17,990 -925	-5%	-$78.3K	0.62%	43
2015 Q3	$1.61M	Sell	18,915 -2,586	-12%	-$219K	0.76%	35
2015 Q2	$1.82M	Sell	21,501 -1,252	-6%	-$106K	0.7%	40
2015 Q1	$1.93M	Sell	22,753 -407	-2%	-$34.5K	0.79%	35
2014 Q4	$1.96M	Buy	23,160 +1,017	+5%	+$86.1K	0.87%	32
2014 Q3	$1.87M	Buy	22,143 +3,119	+16%	+$264K	0.91%	34
2014 Q2	$1.61M	Buy	19,024 +2,443	+15%	+$206K	0.82%	34
2014 Q1	$1.4M	Sell	16,581 -2,544	-13%	-$215K	0.99%	35
2013 Q4	$1.61M	Sell	19,125 -6,628	-26%	-$560K	0.9%	29
2013 Q3	$2.17M	Buy	25,753 +5,029	+24%	+$424K	1.49%	15
2013 Q2	$1.75M	Buy	+20,724	New	+$1.75M	1.45%	18