Syverson Strege & Co’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 |
-7,122
| Closed | -$584K | – | 73 |
|
|
2023
Q4 | $584K | Buy |
7,122
+82
| +1% | +$6.73K | 0.23% | 37 |
|
|
2023
Q3 | $570K | Buy |
7,040
+871
| +14% | +$70.5K | 0.26% | 31 |
|
|
2023
Q2 | $500K | Buy |
6,169
+902
| +17% | +$73.1K | 0.21% | 35 |
|
|
2023
Q1 | $433K | Sell |
5,267
-1,220
| -19% | -$100K | 0.18% | 41 |
|
|
2022
Q4 | $527K | Buy |
6,487
+1,085
| +20% | +$88.1K | 0.24% | 36 |
|
|
2022
Q3 | $439K | Buy |
5,402
+260
| +5% | +$21.1K | 0.22% | 40 |
|
|
2022
Q2 | $426K | Buy |
5,142
+250
| +5% | +$20.7K | 0.16% | 44 |
|
|
2022
Q1 | $408K | Buy |
4,892
+310
| +7% | +$25.9K | 0.44% | 39 |
|
|
2021
Q4 | $392K | Sell |
4,582
-168
| -4% | -$14.4K | 0.29% | 46 |
|
|
2021
Q3 | $409K | Buy |
4,750
+310
| +7% | +$26.7K | 0.33% | 44 |
|
|
2021
Q2 | $383K | Buy |
4,440
+588
| +15% | +$50.7K | 0.34% | 43 |
|
|
2021
Q1 | $332K | Buy |
3,852
+108
| +3% | +$9.31K | 0.35% | 41 |
|
|
2020
Q4 | $323K | Buy |
+3,744
| New | +$323K | 0.31% | 44 |
|