Teamwork Financial Advisors’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
Q4 | – | Sell |
-3,824
| Closed | -$311K | – | 216 |
|
|
2022
Q3 | $311K | Buy |
+3,824
| New | +$311K | 0.07% | 164 |
|
|
2022
Q1 | – | Sell |
-2,338
| Closed | -$200K | – | 322 |
|
|
2021
Q4 | $200K | Buy |
+2,338
| New | +$200K | 0.04% | 287 |
|
|
2021
Q2 | – | Sell |
-4,968
| Closed | -$428K | – | 257 |
|
|
2021
Q1 | $428K | Sell |
4,968
-2,901
| -37% | -$250K | 0.1% | 154 |
|
|
2020
Q4 | $680K | Sell |
7,869
-1,755
| -18% | -$152K | 0.16% | 106 |
|
|
2020
Q3 | $833K | Sell |
9,624
-13,157
| -58% | -$1.14M | 0.26% | 85 |
|
|
2020
Q2 | $1.97M | Buy |
22,781
+1,110
| +5% | +$96.1K | 0.71% | 28 |
|
|
2020
Q1 | $1.88M | Sell |
21,671
-35,938
| -62% | -$3.11M | 1.16% | 17 |
|
|
2019
Q4 | $4.88M | Buy |
+57,609
| New | +$4.88M | 2.92% | 4 |
|