Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,995
| Closed | -$405K | – | 235 |
|
|
2022
Q4 | $405K | Sell |
4,995
-2,982
| -37% | -$242K | 0.21% | 120 |
|
|
2022
Q3 | $648K | Sell |
7,977
-1,804
| -18% | -$147K | 0.41% | 66 |
|
|
2022
Q2 | $810K | Buy |
+9,781
| New | +$810K | 0.42% | 55 |
|
|
2021
Q2 | – | Sell |
-8,935
| Closed | -$771K | – | 640 |
|
|
2021
Q1 | $771K | Buy |
+8,935
| New | +$771K | 0.44% | 57 |
|