Southland Equity Partners’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
Q2 | – | Sell |
-2,779
| Closed | -$227K | – | 222 |
|
|
2024
Q1 | $227K | Sell |
2,779
-78
| -3% | -$6.38K | 0.06% | 194 |
|
|
2023
Q4 | $234K | Sell |
2,857
-2,470
| -46% | -$203K | 0.07% | 173 |
|
|
2023
Q3 | $431K | Sell |
5,327
-165
| -3% | -$13.4K | 0.15% | 99 |
|
|
2023
Q2 | $445K | Sell |
5,492
-455
| -8% | -$36.9K | 0.15% | 92 |
|
|
2023
Q1 | $489K | Buy |
5,947
+286
| +5% | +$23.5K | 0.19% | 86 |
|
|
2022
Q4 | $460K | Hold |
5,661
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $460K | Hold |
5,661
| – | – | 0.23% | 77 |
|
|
2022
Q2 | $469K | Buy |
+5,661
| New | +$469K | 0.21% | 83 |
|