Summit Financial Group’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
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $4.58M | Buy |
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|
2022
Q1 | $4.57M | Sell |
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|
2021
Q4 | $5.24M | Sell |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.39M | Buy |
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|
2021
Q1 | $4.13M | Buy |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $748K | Buy |
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|
2019
Q4 | $594K | Sell |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $969K | Buy |
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