Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,023
| Closed | -$167K | – | 438 |
|
|
2022
Q2 | $167K | Buy |
2,023
+1,000
| +98% | +$82.6K | 0.06% | 144 |
|
|
2022
Q1 | $85K | Buy |
+1,023
| New | +$85K | 0.02% | 208 |
|
|
2021
Q2 | – | Sell |
-211
| Closed | -$18K | – | 565 |
|
|
2021
Q1 | $18K | Hold |
211
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $18K | Hold |
211
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $18K | Hold |
211
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $18K | Buy |
+211
| New | +$18K | 0.01% | 308 |
|