Valley Wealth Managers’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
Q2 | – | Sell |
-209
| Closed | -$17.1K | – | 406 |
|
|
2024
Q1 | $17.1K | Sell |
209
-38
| -15% | -$3.11K | ﹤0.01% | 249 |
|
|
2023
Q4 | $20.3K | Hold |
247
| – | – | ﹤0.01% | 249 |
|
|
2023
Q3 | $20K | Sell |
247
-2,149
| -90% | -$174K | ﹤0.01% | 255 |
|
|
2023
Q2 | $194K | Sell |
2,396
-376
| -14% | -$30.5K | 0.02% | 165 |
|
|
2023
Q1 | $228K | Buy |
2,772
+157
| +6% | +$12.9K | 0.02% | 160 |
|
|
2022
Q4 | $212K | Sell |
2,615
-92
| -3% | -$7.47K | 0.02% | 160 |
|
|
2022
Q3 | $219K | Sell |
2,707
-25
| -0.9% | -$2.02K | 0.02% | 158 |
|
|
2022
Q2 | $226K | Buy |
+2,732
| New | +$226K | 0.02% | 173 |
|