B. Riley Wealth Management’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
Q2 | $6.88M | Buy |
89,655
+84,770
| +1,735% | +$6.51M | 8.05% | 6 |
|
|
2022
Q1 | $407K | Sell |
4,885
-20,415
| -81% | -$1.7M | 0.03% | 372 |
|
|
2021
Q4 | $2.16M | Buy |
25,300
+4,892
| +24% | +$418K | 0.15% | 138 |
|
|
2021
Q3 | $1.76M | Buy |
+20,408
| New | +$1.76M | 0.14% | 154 |
|
|
2021
Q2 | – | Sell |
-10,163
| Closed | -$877K | – | 462 |
|
|
2021
Q1 | $877K | Buy |
+10,163
| New | +$877K | 0.1% | 167 |
|
|
2020
Q3 | – | Sell |
-39,595
| Closed | -$3.43M | – | 515 |
|
|
2020
Q2 | $3.43M | Buy |
39,595
+7,094
| +22% | +$614K | 0.38% | 63 |
|
|
2020
Q1 | $2.82M | Buy |
32,501
+13,532
| +71% | +$1.17M | 0.3% | 86 |
|
|
2019
Q4 | $1.61M | Buy |
18,969
+2,863
| +18% | +$242K | 0.24% | 96 |
|
|
2019
Q3 | $1.37M | Sell |
16,106
-13,514
| -46% | -$1.15M | 0.24% | 96 |
|
|
2019
Q2 | $2.51K | Buy |
29,620
+3,608
| +14% | +$306 | 0.39% | 54 |
|
|
2019
Q1 | $2.19M | Buy |
26,012
+22,510
| +643% | +$1.89M | 0.38% | 63 |
|
|
2018
Q4 | $293K | Buy |
+3,502
| New | +$293K | 0.06% | 248 |
|
|
2015
Q3 | – | Sell |
-1,622
| Closed | -$137K | – | 643 |
|
|
2015
Q2 | $137K | Buy |
1,622
+450
| +38% | +$38K | 0.11% | 225 |
|
|
2015
Q1 | $99K | Hold |
1,172
| – | – | 0.07% | 289 |
|
|
2014
Q4 | $98K | Buy |
1,172
+607
| +107% | +$50.8K | 0.08% | 273 |
|
|
2014
Q3 | $47K | Sell |
565
-44
| -7% | -$3.66K | 0.03% | 425 |
|
|
2014
Q2 | $51K | Sell |
609
-46
| -7% | -$3.85K | 0.03% | 462 |
|
|
2014
Q1 | $55K | Buy |
+655
| New | +$55K | 0.04% | 424 |
|