Accuvest Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-35,499
| Closed | -$3M | – | 105 |
|
|
2014
Q3 | $3M | Buy |
35,499
+8,950
| +34% | +$756K | 0.99% | 24 |
|
|
2014
Q2 | $2.25M | Buy |
26,549
+18,290
| +221% | +$1.55M | 0.69% | 30 |
|
|
2014
Q1 | $697K | Buy |
8,259
+4,520
| +121% | +$381K | 0.18% | 40 |
|
|
2013
Q4 | $315K | Sell |
3,739
-325,600
| -99% | -$27.4M | 0.07% | 64 |
|
|
2013
Q3 | $27.8M | Buy |
329,339
+100,755
| +44% | +$8.51M | 7.04% | 4 |
|
|
2013
Q2 | $19.3M | Buy |
+228,584
| New | +$19.3M | 4.24% | 7 |
|