Sunburst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,965
| Closed | -$243K | – | 111 |
|
|
2023
Q4 | $243K | Hold |
2,965
| – | – | 0.08% | 89 |
|
|
2023
Q3 | $240K | Sell |
2,965
-57
| -2% | -$4.62K | 0.08% | 80 |
|
|
2023
Q2 | $245K | Sell |
3,022
-90
| -3% | -$7.3K | 0.09% | 81 |
|
|
2023
Q1 | $256K | Sell |
3,112
-3,249
| -51% | -$267K | 0.09% | 81 |
|
|
2022
Q4 | $516K | Sell |
6,361
-1,082
| -15% | -$87.8K | 0.21% | 57 |
|
|
2022
Q3 | $604K | Sell |
7,443
-308
| -4% | -$25K | 0.29% | 42 |
|
|
2022
Q2 | $642K | Sell |
7,751
-1,776
| -19% | -$147K | 0.31% | 44 |
|
|
2022
Q1 | $794K | Buy |
9,527
+2,113
| +29% | +$176K | 0.39% | 32 |
|
|
2021
Q4 | $634K | Buy |
+7,414
| New | +$634K | 0.32% | 39 |
|