Wealth Alliance’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
Q2 | – | Sell |
-30,238
| Closed | -$2.48M | – | 531 |
|
|
2023
Q1 | $2.48M | Sell |
30,238
-10,542
| -26% | -$866K | 0.4% | 43 |
|
|
2022
Q4 | $3.31M | Sell |
40,780
-680
| -2% | -$55.2K | 0.59% | 26 |
|
|
2022
Q3 | $3.37M | Buy |
41,460
+31,077
| +299% | +$2.52M | 0.66% | 21 |
|
|
2022
Q2 | $860K | Sell |
10,383
-8,581
| -45% | -$711K | 0.17% | 145 |
|
|
2022
Q1 | $1.58M | Buy |
18,964
+10,311
| +119% | +$860K | 0.32% | 61 |
|
|
2021
Q4 | $740K | Buy |
8,653
+737
| +9% | +$63K | 0.15% | 157 |
|
|
2021
Q3 | $682K | Sell |
7,916
-47
| -0.6% | -$4.05K | 0.15% | 149 |
|
|
2021
Q2 | $686K | Buy |
7,963
+33
| +0.4% | +$2.84K | 0.16% | 148 |
|
|
2021
Q1 | $684K | Buy |
+7,930
| New | +$684K | 0.19% | 130 |
|
|
2020
Q4 | – | Sell |
-38,366
| Closed | -$3.32M | – | 382 |
|
|
2020
Q3 | $3.32M | Sell |
38,366
-23,765
| -38% | -$2.06M | 1.19% | 16 |
|
|
2020
Q2 | $5.38M | Buy |
+62,131
| New | +$5.38M | 2.13% | 5 |
|