Berman Capital 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
Q1 | – | Sell |
-480
| Closed | -$41K | – | 1895 |
|
|
2020
Q4 | $41K | Sell |
480
-2,107
| -81% | -$180K | 0.01% | 459 |
|
|
2020
Q3 | $223K | Hold |
2,587
| – | – | 0.06% | 140 |
|
|
2020
Q2 | $224K | Hold |
2,587
| – | – | 0.06% | 133 |
|
|
2020
Q1 | $224K | Hold |
2,587
| – | – | 0.07% | 111 |
|
|
2019
Q4 | $218K | Hold |
2,587
| – | – | 0.06% | 126 |
|
|
2019
Q3 | $219K | Sell |
2,587
-74
| -3% | -$6.26K | 0.07% | 119 |
|
|
2019
Q2 | $225K | Buy |
2,661
+74
| +3% | +$6.26K | 0.07% | 121 |
|
|
2019
Q1 | $217K | Hold |
2,587
| – | – | 0.07% | 119 |
|
|
2018
Q4 | $216K | Buy |
+2,587
| New | +$216K | 0.08% | 99 |
|