Strategic Financial 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
Q1 | – | Sell |
-3,899
| Closed | -$320K | – | 78 |
|
|
2023
Q4 | $320K | Sell |
3,899
-108
| -3% | -$8.86K | 0.19% | 52 |
|
|
2023
Q3 | $325K | Sell |
4,007
-863
| -18% | -$69.9K | 0.2% | 50 |
|
|
2023
Q2 | $395K | Buy |
4,870
+1
| +0% | +$81 | 0.22% | 50 |
|
|
2023
Q1 | $400K | Sell |
4,869
-79
| -2% | -$6.49K | 0.25% | 48 |
|
|
2022
Q4 | $402K | Buy |
4,948
+1,262
| +34% | +$103K | 0.25% | 47 |
|
|
2022
Q3 | $299K | Buy |
+3,686
| New | +$299K | 0.19% | 48 |
|