Traverso Chambers Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.79M | Sell |
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2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $18.4M | Sell |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $16.2M | Sell |
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|
2022
Q1 | $21.1M | Buy |
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|
2021
Q4 | $21M | Buy |
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|
2021
Q3 | $20.7M | Buy |
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|
2021
Q2 | $20.1M | Buy |
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|
2021
Q1 | $18.9M | Buy |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $14.1M | Buy |
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|
2019
Q4 | $11.6M | Buy |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $10.5M | Buy |
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