TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.48M | Hold |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $3.19M | Hold |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $3.44M | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $4.3M | Sell |
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|
2020
Q3 | $8.49M | Buy |
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|
2020
Q2 | $4.27M | Buy |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $460K | Buy |
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