Visionary Wealth 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
Q4 | – | Sell |
-19,271
| Closed | -$1.6M | – | 558 |
|
|
2024
Q3 | $1.6M | Buy |
19,271
+2,488
| +15% | +$207K | 0.1% | 198 |
|
|
2024
Q2 | $1.37M | Sell |
16,783
-11,469
| -41% | -$936K | 0.09% | 214 |
|
|
2024
Q1 | $2.31M | Buy |
+28,252
| New | +$2.31M | 0.16% | 156 |
|
|
2023
Q3 | – | Sell |
-22,304
| Closed | -$1.81M | – | 474 |
|
|
2023
Q2 | $1.81M | Sell |
22,304
-108,877
| -83% | -$8.83M | 0.14% | 150 |
|
|
2023
Q1 | $10.8M | Sell |
131,181
-109,906
| -46% | -$9.03M | 0.91% | 22 |
|
|
2022
Q4 | $19.6M | Buy |
+241,087
| New | +$19.6M | 1.81% | 10 |
|
|
2022
Q2 | – | Sell |
-14,961
| Closed | -$1.25M | – | 470 |
|
|
2022
Q1 | $1.25M | Buy |
+14,961
| New | +$1.25M | 0.1% | 163 |
|