Waypoint Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,479
| Closed | -$212K | – | 55 |
|
|
2021
Q4 | $212K | Hold |
2,479
| – | – | 0.07% | 49 |
|
|
2021
Q3 | $214K | Hold |
2,479
| – | – | 0.08% | 43 |
|
|
2021
Q2 | $214K | Hold |
2,479
| – | – | 0.08% | 40 |
|
|
2021
Q1 | $214K | Hold |
2,479
| – | – | 0.16% | 39 |
|
|
2020
Q4 | $214K | Buy |
+2,479
| New | +$214K | 0.17% | 34 |
|