Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-195
| Closed | -$16K | – | 1044 |
|
|
2023
Q4 | $16K | Hold |
195
| – | – | ﹤0.01% | 903 |
|
|
2023
Q3 | $16K | Hold |
195
| – | – | ﹤0.01% | 909 |
|
|
2023
Q2 | $16K | Sell |
195
-4
| -2% | -$328 | ﹤0.01% | 929 |
|
|
2023
Q1 | $16K | Sell |
199
-13
| -6% | -$1.05K | ﹤0.01% | 884 |
|
|
2022
Q4 | $17K | Hold |
212
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $17K | Hold |
212
| – | – | ﹤0.01% | 802 |
|
|
2022
Q2 | $18K | Sell |
212
-35
| -14% | -$2.97K | ﹤0.01% | 669 |
|
|
2022
Q1 | $21K | Sell |
247
-187
| -43% | -$15.9K | ﹤0.01% | 705 |
|
|
2021
Q4 | $37K | Sell |
434
-4
| -0.9% | -$341 | ﹤0.01% | 602 |
|
|
2021
Q3 | $38K | Sell |
438
-14
| -3% | -$1.22K | 0.01% | 584 |
|
|
2021
Q2 | $39K | Hold |
452
| – | – | 0.01% | 596 |
|
|
2021
Q1 | $39K | Sell |
452
-159
| -26% | -$13.7K | 0.01% | 487 |
|
|
2020
Q4 | $53K | Buy |
+611
| New | +$53K | 0.01% | 404 |
|