SA
Strategic Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,107
| Closed | -$577K | – | 211 |
|
|
2022
Q4 | $577K | Sell |
7,107
-1,106
| -13% | -$89.8K | 0.13% | 121 |
|
|
2022
Q3 | $666K | Buy |
8,213
+627
| +8% | +$50.8K | 0.15% | 112 |
|
|
2022
Q2 | $628K | Buy |
+7,586
| New | +$628K | 0.13% | 117 |
|
|
2021
Q1 | – | Sell |
-6,311
| Closed | -$545K | – | 174 |
|
|
2020
Q4 | $545K | Buy |
6,311
+772
| +14% | +$66.7K | 0.16% | 101 |
|
|
2020
Q3 | $478K | Buy |
+5,539
| New | +$478K | 0.16% | 101 |
|
|
2020
Q2 | – | Sell |
-4,481
| Closed | -$388K | – | 163 |
|
|
2020
Q1 | $388K | Buy |
+4,481
| New | +$388K | 0.17% | 99 |
|