Sugarloaf Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $267K | Sell |
|
|||||
|
2024
Q3 | $298K | Buy |
|
|||||
|
2024
Q2 | $292K | Sell |
|
|||||
|
2024
Q1 | $695K | Sell |
|
|||||
|
2023
Q4 | $697K | Sell |
|
|||||
|
2023
Q3 | $1.31M | Sell |
|
|||||
|
2023
Q2 | $1.47M | Buy |
|
|||||
|
2023
Q1 | $1.49M | Sell |
|
|||||
|
2022
Q4 | $1.59M | Buy |
|
|||||
|
2022
Q3 | $1.59M | Buy |
|
|||||
|
2022
Q2 | $275K | Buy |
|
|||||
|
2022
Q1 | $27K | Hold |
|
|||||
|
2021
Q4 | $27K | Hold |
|
|||||
|
2021
Q3 | $27K | Hold |
|
|||||
|
2021
Q2 | $27K | Sell |
|
|||||
|
2021
Q1 | $27 | Sell |
|
|||||
|
2020
Q4 | $485K | Buy |
|
|||||
|
2020
Q3 | $38K | Hold |
|
|||||
|
2020
Q2 | $38K | Buy |
|
|||||
|
2020
Q1 | $38K | Buy |
|
|||||
|
2019
Q4 | $37K | Buy |
|