Walkner Condon 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 |
-5,360
| Closed | -$440K | – | 274 |
|
|
2023
Q4 | $440K | Buy |
5,360
+275
| +5% | +$22.6K | 0.1% | 161 |
|
|
2023
Q3 | $412K | Hold |
5,085
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $412K | Sell |
5,085
-3,071
| -38% | -$249K | 0.11% | 149 |
|
|
2023
Q1 | $670K | Buy |
8,156
+1,237
| +18% | +$102K | 0.19% | 106 |
|
|
2022
Q4 | $562K | Buy |
6,919
+2,598
| +60% | +$211K | 0.17% | 112 |
|
|
2022
Q3 | $351K | Buy |
4,321
+91
| +2% | +$7.39K | 0.11% | 148 |
|
|
2022
Q2 | $350K | Buy |
+4,230
| New | +$350K | 0.11% | 159 |
|