WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,489
| Closed | -$202K | – | 312 |
|
|
2023
Q3 | $202K | Sell |
2,489
-1,683
| -40% | -$136K | 0.02% | 287 |
|
|
2023
Q2 | $338K | Sell |
4,172
-3,912
| -48% | -$317K | 0.04% | 243 |
|
|
2023
Q1 | $664K | Buy |
+8,084
| New | +$664K | 0.08% | 186 |
|
|
2022
Q3 | – | Sell |
-6,679
| Closed | -$552K | – | 304 |
|
|
2022
Q2 | $552K | Sell |
6,679
-5,554
| -45% | -$459K | 0.07% | 192 |
|
|
2022
Q1 | $1.02M | Buy |
12,233
+5,371
| +78% | +$446K | 0.12% | 143 |
|
|
2021
Q4 | $587K | Buy |
+6,862
| New | +$587K | 0.07% | 204 |
|