Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25
| Closed | -$2K | – | 149 |
|
|
2019
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 67 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | -$2K | – | 112 |
|
|
2017
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 55 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | -$1K | – | 187 |
|
|
2016
Q4 | $1K | Sell |
8
-1,267
| -99% | -$158K | ﹤0.01% | 59 |
|
|
2016
Q3 | $108K | Sell |
1,275
-1,805
| -59% | -$153K | 0.01% | 35 |
|
|
2016
Q2 | $263K | Sell |
3,080
-2,100
| -41% | -$179K | 0.02% | 26 |
|
|
2016
Q1 | $440K | Sell |
5,180
-3,820
| -42% | -$324K | 0.03% | 23 |
|
|
2015
Q4 | $759K | Sell |
9,000
-1,800
| -17% | -$152K | 0.05% | 8 |
|
|
2015
Q3 | $918K | Sell |
10,800
-175
| -2% | -$14.9K | 0.06% | 6 |
|
|
2015
Q2 | $931K | Sell |
10,975
-740
| -6% | -$62.8K | 0.07% | 18 |
|
|
2015
Q1 | $994K | Sell |
11,715
-595
| -5% | -$50.5K | 0.09% | 18 |
|
|
2014
Q4 | $1.04M | Sell |
12,310
-6,290
| -34% | -$531K | 0.13% | 18 |
|
|
2014
Q3 | $1.57M | Hold |
18,600
| – | – | 0.24% | 17 |
|
|
2014
Q2 | $1.57M | Sell |
18,600
-1,857
| -9% | -$157K | 0.28% | 17 |
|
|
2014
Q1 | $1.73M | Sell |
20,457
-3,103
| -13% | -$262K | 0.41% | 16 |
|
|
2013
Q4 | $1.99M | Buy |
+23,560
| New | +$1.99M | 0.59% | 16 |
|