Strategic Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.61M | Hold |
30,491
| – | – | 1.29% | 32 |
|
|
2021
Q3 | $2.63M | Hold |
30,491
| – | – | 1.37% | 28 |
|
|
2021
Q2 | $2.63M | Hold |
30,491
| – | – | 1.42% | 25 |
|
|
2021
Q1 | $2.63M | Hold |
30,491
| – | – | 1.58% | 22 |
|
|
2020
Q4 | $2.63M | Hold |
30,491
| – | – | 1.62% | 26 |
|
|
2020
Q3 | $2.64M | Sell |
30,491
-3,575
| -10% | -$309K | 1.97% | 16 |
|
|
2020
Q2 | $2.95M | Buy |
+34,066
| New | +$2.95M | 2.73% | 12 |
|