WealthSource Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $4.56M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.14M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.45M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $470K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $621K | Buy |
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|
2018
Q3 | $356K | Sell |
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|
2018
Q2 | $528K | Buy |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $921K | Buy |
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|
2017
Q3 | $805K | Sell |
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|
2017
Q2 | $840K | Sell |
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|
2017
Q1 | $844K | Sell |
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|
2016
Q4 | $2M | Sell |
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|
2016
Q3 | $2.84M | Buy |
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|
2016
Q2 | $1.51M | Sell |
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|
2016
Q1 | $1.64M | Buy |
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