Successful Portfolios’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
Q2 | – | Sell |
-5,246
| Closed | -$437K | – | 207 |
|
|
2022
Q1 | $437K | Buy |
5,246
+90
| +2% | +$7.5K | 0.25% | 106 |
|
|
2021
Q4 | $441K | Buy |
5,156
+265
| +5% | +$22.7K | 0.24% | 108 |
|
|
2021
Q3 | $421K | Sell |
4,891
-100
| -2% | -$8.61K | 0.25% | 109 |
|
|
2021
Q2 | $430K | Buy |
4,991
+12
| +0.2% | +$1.03K | 0.26% | 102 |
|
|
2021
Q1 | $429K | Hold |
4,979
| – | – | 0.28% | 98 |
|
|
2020
Q4 | $430K | Hold |
4,979
| – | – | 0.31% | 88 |
|
|
2020
Q3 | $431K | Hold |
4,979
| – | – | 0.34% | 81 |
|
|
2020
Q2 | $431K | Hold |
4,979
| – | – | 0.38% | 80 |
|
|
2020
Q1 | $431K | Hold |
4,979
| – | – | 0.44% | 71 |
|
|
2019
Q4 | $421K | Hold |
4,979
| – | – | 0.37% | 73 |
|
|
2019
Q3 | $422K | Hold |
4,979
| – | – | 0.4% | 71 |
|
|
2019
Q2 | $422K | Hold |
4,979
| – | – | 0.45% | 69 |
|
|
2019
Q1 | $419K | Sell |
4,979
-128
| -3% | -$10.8K | 0.46% | 67 |
|
|
2018
Q4 | $427K | Hold |
5,107
| – | – | 0.55% | 57 |
|
|
2018
Q3 | $424K | Sell |
5,107
-37
| -0.7% | -$3.07K | 0.46% | 66 |
|
|
2018
Q2 | $429K | Sell |
5,144
-298
| -5% | -$24.9K | 0.5% | 64 |
|
|
2018
Q1 | $455K | Buy |
5,442
+246
| +5% | +$20.6K | 0.55% | 58 |
|
|
2017
Q4 | $436K | Buy |
+5,196
| New | +$436K | 0.54% | 58 |
|