Thomas J. Herzfeld Advisors’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
Q3 | – | Sell |
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|
2024
Q2 | $23.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $608K | Hold |
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|
2022
Q2 | $619K | Hold |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $7.76M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $645K | Hold |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $647K | Hold |
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|
2020
Q2 | $648K | Hold |
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|
2020
Q1 | $648K | Hold |
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|
2019
Q4 | $633K | Hold |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $1.54M | Hold |
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|
2019
Q1 | $1.53M | Buy |
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