Triad Financial Advisors’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
Q3 | $237K | Buy |
2,926
+24
| +0.8% | +$1.94K | 0.08% | 89 |
|
|
2023
Q2 | $235K | Buy |
2,902
+24
| +0.8% | +$1.95K | 0.1% | 89 |
|
|
2023
Q1 | $236K | Buy |
2,878
+163
| +6% | +$13.4K | 0.1% | 89 |
|
|
2022
Q4 | $220K | Sell |
2,715
-1,082
| -28% | -$87.8K | 0.1% | 102 |
|
|
2022
Q3 | $308K | Sell |
3,797
-36
| -0.9% | -$2.92K | 0.17% | 72 |
|
|
2022
Q2 | $317K | Buy |
+3,833
| New | +$317K | 0.18% | 71 |
|