TA
Tiedemann Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $509K | Hold |
6,291
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $510K | Sell |
6,291
-28,097
| -82% | -$2.28M | 0.02% | 156 |
|
|
2023
Q1 | $2.83M | Sell |
34,388
-91,959
| -73% | -$7.56M | 0.13% | 65 |
|
|
2022
Q4 | $10.3M | Buy |
126,347
+45,391
| +56% | +$3.68M | 0.49% | 25 |
|
|
2022
Q3 | $6.58M | Buy |
80,956
+24,236
| +43% | +$1.97M | 0.4% | 31 |
|
|
2022
Q2 | $4.7M | Buy |
+56,720
| New | +$4.7M | 0.35% | 36 |
|