Triumph Capital 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 |
-3,401
| Closed | -$279K | – | 254 |
|
|
2023
Q4 | $279K | Sell |
3,401
-100
| -3% | -$8.21K | 0.12% | 158 |
|
|
2023
Q3 | $284K | Sell |
3,501
-15
| -0.4% | -$1.22K | 0.13% | 160 |
|
|
2023
Q2 | $285K | Sell |
3,516
-7
| -0.2% | -$568 | 0.13% | 157 |
|
|
2023
Q1 | $289K | Buy |
3,523
+839
| +31% | +$68.9K | 0.15% | 137 |
|
|
2022
Q4 | $218K | Buy |
2,684
+133
| +5% | +$10.8K | 0.12% | 178 |
|
|
2022
Q3 | $207K | Sell |
2,551
-1,224
| -32% | -$99.3K | 0.11% | 176 |
|
|
2022
Q2 | $312K | Sell |
3,775
-621
| -14% | -$51.3K | 0.16% | 140 |
|
|
2022
Q1 | $366K | Sell |
4,396
-894
| -17% | -$74.4K | 0.16% | 131 |
|
|
2021
Q4 | $453K | Sell |
5,290
-178
| -3% | -$15.2K | 0.2% | 112 |
|
|
2021
Q3 | $471K | Buy |
+5,468
| New | +$471K | 0.22% | 108 |
|