Westwind Capital’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
Q4 | – | Sell |
-6,355
| Closed | -$528K | – | 52 |
|
|
2024
Q3 | $528K | Sell |
6,355
-49,376
| -89% | -$4.1M | 0.13% | 32 |
|
|
2024
Q2 | $590K | Buy |
55,731
+49,023
| +731% | +$519K | 0.15% | 29 |
|
|
2024
Q1 | $549K | Buy |
6,708
+1,146
| +21% | +$93.8K | 0.14% | 29 |
|
|
2023
Q4 | $456K | Buy |
5,562
+1,291
| +30% | +$106K | 0.12% | 29 |
|
|
2023
Q3 | $346K | Buy |
4,271
+268
| +7% | +$21.7K | 0.11% | 27 |
|
|
2023
Q2 | $325K | Buy |
4,003
+1,475
| +58% | +$120K | 0.09% | 28 |
|
|
2023
Q1 | $208K | Buy |
+2,528
| New | +$208K | 0.07% | 28 |
|