ARS Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-28,399
| Closed | -$2.37M | – | 150 |
|
|
2018
Q1 | $2.37M | Buy |
28,399
+1,665
| +6% | +$139K | 0.29% | 58 |
|
|
2017
Q4 | $2.24M | Sell |
26,734
-1,071
| -4% | -$89.8K | 0.27% | 65 |
|
|
2017
Q3 | $2.35M | Buy |
27,805
+103
| +0.4% | +$8.7K | 0.3% | 61 |
|
|
2017
Q2 | $2.34M | Buy |
27,702
+9,234
| +50% | +$780K | 0.32% | 65 |
|
|
2017
Q1 | $1.56M | Buy |
18,468
+14,787
| +402% | +$1.25M | 0.23% | 78 |
|
|
2016
Q4 | $311K | Buy |
+3,681
| New | +$311K | 0.05% | 141 |
|