Zullo Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-250
| Closed | -$20.3K | – | 602 |
|
|
2022
Q4 | $20.3K | Hold |
250
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $20K | Hold |
250
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $21K | Hold |
250
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $21K | Sell |
250
-50
| -17% | -$4.2K | 0.01% | 420 |
|
|
2021
Q4 | $26K | Buy |
+300
| New | +$26K | 0.01% | 390 |
|