Westwood Holdings Group’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
Q4 | – | Sell |
-5,000
| Closed | -$406K | – | 596 |
|
|
2022
Q3 | $406K | Hold |
5,000
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $414K | Hold |
5,000
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $417K | Hold |
5,000
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $428K | Hold |
5,000
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $431K | Hold |
5,000
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $431K | Hold |
5,000
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $431K | Hold |
5,000
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $432K | Buy |
+5,000
| New | +$432K | 0.01% | 376 |
|