TCPG
Trivant Custom Portfolio Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$1.82K | – | 188 |
|
|
2025
Q1 | $1.82K | Hold |
22
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $1.8K | Hold |
22
| – | – | ﹤0.01% | 181 |
|
|
2024
Q3 | $1.83K | Sell |
22
-13
| -37% | -$1.08K | ﹤0.01% | 159 |
|
|
2024
Q2 | $2.86K | Sell |
35
-13
| -27% | -$1.06K | ﹤0.01% | 171 |
|
|
2024
Q1 | $3.93K | Sell |
48
-59
| -55% | -$4.83K | ﹤0.01% | 170 |
|
|
2023
Q4 | $8.78K | Sell |
107
-27
| -20% | -$2.22K | 0.01% | 181 |
|
|
2023
Q3 | $10.9K | Sell |
134
-452
| -77% | -$36.6K | 0.01% | 157 |
|
|
2023
Q2 | $47.5K | Buy |
586
+100
| +21% | +$8.11K | 0.03% | 111 |
|
|
2023
Q1 | $39.9K | Buy |
+486
| New | +$39.9K | 0.03% | 133 |
|