ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $285K | Sell |
3,312
-660
| -17% | -$56.8K | 0.05% | 110 |
|
|
2021
Q1 | $343K | Sell |
3,972
-2,764
| -41% | -$239K | 0.07% | 93 |
|
|
2020
Q4 | $582K | Sell |
6,736
-1,770
| -21% | -$153K | 0.13% | 66 |
|
|
2020
Q3 | $736K | Buy |
8,506
+1,985
| +30% | +$172K | 0.2% | 47 |
|
|
2020
Q2 | $565K | Buy |
6,521
+1,546
| +31% | +$134K | 0.18% | 56 |
|
|
2020
Q1 | $431K | Buy |
+4,975
| New | +$431K | 0.18% | 55 |
|