Starfox Financial 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
Q1 | $13.6M | Buy |
167,363
+14,505
| +9% | +$1.18M | 11.52% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
152,858
+13,949
| +10% | +$1.14M | 11.6% | 3 |
|
|
2023
Q3 | $11.3M | Buy |
138,909
+6,582
| +5% | +$535K | 12.2% | 3 |
|
|
2023
Q2 | $10.7M | Buy |
132,327
+555
| +0.4% | +$45K | 11.05% | 4 |
|
|
2023
Q1 | $10.8M | Buy |
131,772
+2,008
| +2% | +$165K | 11.25% | 4 |
|
|
2022
Q4 | $10.5M | Buy |
129,764
+1,648
| +1% | +$134K | 10.51% | 4 |
|
|
2022
Q3 | $10.4M | Sell |
128,116
-1,505
| -1% | -$122K | 10.15% | 4 |
|
|
2022
Q2 | $10.8M | Hold |
129,621
| – | – | 8.52% | 5 |
|
|
2022
Q1 | $10.8M | Sell |
129,621
-4,669
| -3% | -$388K | 8.52% | 5 |
|
|
2021
Q4 | $11.4M | Buy |
+134,290
| New | +$11.4M | 9.95% | 5 |
|