StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.41M | Sell |
17,204
-4,293
| -20% | -$352K | 0.16% | 117 |
|
|
2023
Q3 | $1.74M | Sell |
21,497
-975
| -4% | -$78.9K | 0.2% | 98 |
|
|
2023
Q2 | $1.82M | Sell |
22,472
-1,972
| -8% | -$160K | 0.21% | 98 |
|
|
2023
Q1 | $2.01M | Buy |
24,444
+5,699
| +30% | +$468K | 0.23% | 87 |
|
|
2022
Q4 | $1.52M | Buy |
18,745
+14,224
| +315% | +$1.15M | 0.18% | 101 |
|
|
2022
Q3 | $367K | Buy |
4,521
+115
| +3% | +$9.34K | 0.05% | 206 |
|
|
2022
Q2 | $365K | Hold |
4,406
| – | – | 0.04% | 215 |
|
|
2022
Q1 | $367K | Hold |
4,406
| – | – | 0.04% | 228 |
|
|
2021
Q4 | $377K | Buy |
+4,406
| New | +$377K | 0.04% | 227 |
|