True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,110
| Closed | -$1.73M | – | 72 |
|
|
2023
Q4 | $1.73M | Sell |
21,110
-4,904
| -19% | -$402K | 0.19% | 20 |
|
|
2023
Q3 | $2.11M | Sell |
26,014
-46
| -0.2% | -$3.73K | 0.25% | 22 |
|
|
2023
Q2 | $2.11M | Sell |
26,060
-73,075
| -74% | -$5.92M | 0.26% | 22 |
|
|
2023
Q1 | $8.14M | Buy |
99,135
+30,729
| +45% | +$2.52M | 1.02% | 19 |
|
|
2022
Q4 | $5.55M | Buy |
68,406
+42,346
| +162% | +$3.44M | 0.75% | 19 |
|
|
2022
Q3 | $2.12M | Hold |
26,060
| – | – | 0.31% | 27 |
|
|
2022
Q2 | $2.16M | Hold |
26,060
| – | – | 0.33% | 28 |
|
|
2022
Q1 | $2.17M | Hold |
26,060
| – | – | 0.31% | 27 |
|
|
2021
Q4 | $2.23M | Sell |
26,060
-1,781
| -6% | -$152K | 0.3% | 32 |
|
|
2021
Q3 | $2.4M | Buy |
27,841
+1,250
| +5% | +$108K | 0.33% | 29 |
|
|
2021
Q2 | $2.29M | Sell |
26,591
-58,449
| -69% | -$5.04M | 0.34% | 32 |
|
|
2021
Q1 | $7.34M | Buy |
85,040
+7,332
| +9% | +$632K | 1.06% | 19 |
|
|
2020
Q4 | $6.71M | Buy |
+77,708
| New | +$6.71M | 1.05% | 19 |
|