Unionview LLC’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 |
-2,648
| Closed | -$217K | – | 95 |
|
|
2023
Q4 | $217K | Sell |
2,648
-57,478
| -96% | -$4.72M | 0.2% | 78 |
|
|
2023
Q3 | $4.87M | Sell |
60,126
-4,812
| -7% | -$390K | 4.6% | 5 |
|
|
2023
Q2 | $5.27M | Sell |
64,938
-38,055
| -37% | -$3.09M | 4.81% | 5 |
|
|
2023
Q1 | $8.46M | Sell |
102,993
-7,781
| -7% | -$639K | 7.94% | 3 |
|
|
2022
Q4 | $8.99M | Buy |
110,774
+2,003
| +2% | +$163K | 8.99% | 2 |
|
|
2022
Q3 | $8.83M | Buy |
108,771
+9,233
| +9% | +$750K | 10.08% | 2 |
|
|
2022
Q2 | $8.24M | Sell |
99,538
-9,934
| -9% | -$822K | 9.21% | 3 |
|
|
2022
Q1 | $9.12M | Buy |
109,472
+30,832
| +39% | +$2.57M | 8.52% | 3 |
|
|
2021
Q4 | $6.73M | Buy |
+78,640
| New | +$6.73M | 6.29% | 4 |
|