Berkeley Capital 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
Q3 | – | Sell |
-3,241
| Closed | -$270K | – | 120 |
|
|
2018
Q2 | $270K | Sell |
3,241
-185
| -5% | -$15.4K | 0.16% | 105 |
|
|
2018
Q1 | $286K | Sell |
3,426
-1,228
| -26% | -$103K | 0.17% | 104 |
|
|
2017
Q4 | $390K | Sell |
4,654
-1,073
| -19% | -$89.9K | 0.26% | 90 |
|
|
2017
Q3 | $484K | Sell |
5,727
-763
| -12% | -$64.5K | 0.32% | 82 |
|
|
2017
Q2 | $548K | Buy |
+6,490
| New | +$548K | 0.37% | 69 |
|