Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-2,733
| Closed | -$235K | – | 116 |
|
|
2021
Q3 | $235K | Hold |
2,733
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $235K | Hold |
2,733
| – | – | 0.02% | 146 |
|
|
2021
Q1 | $236K | Buy |
2,733
+406
| +17% | +$35.1K | 0.02% | 131 |
|
|
2020
Q4 | $201K | Hold |
2,327
| – | – | 0.02% | 130 |
|
|
2020
Q3 | $201K | Hold |
2,327
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $202K | Sell |
2,327
-663
| -22% | -$57.6K | 0.02% | 153 |
|
|
2020
Q1 | $259K | Buy |
2,990
+1
| +0% | +$87 | 0.03% | 120 |
|
|
2019
Q4 | $253K | Buy |
2,989
+3
| +0.1% | +$254 | 0.02% | 138 |
|
|
2019
Q3 | $253K | Buy |
2,986
+2
| +0.1% | +$169 | 0.02% | 126 |
|
|
2019
Q2 | $253K | Buy |
2,984
+340
| +13% | +$28.8K | 0.02% | 128 |
|
|
2019
Q1 | $222K | Sell |
2,644
-165
| -6% | -$13.9K | 0.02% | 132 |
|
|
2018
Q4 | $235K | Buy |
+2,809
| New | +$235K | 0.02% | 122 |
|
|
2017
Q4 | – | Sell |
-2,563
| Closed | -$216K | – | 134 |
|
|
2017
Q3 | $216K | Hold |
2,563
| – | – | 0.02% | 115 |
|
|
2017
Q2 | $217K | Hold |
2,563
| – | – | 0.02% | 114 |
|
|
2017
Q1 | $217K | Hold |
2,563
| – | – | 0.02% | 107 |
|
|
2016
Q4 | $216K | Buy |
+2,563
| New | +$216K | 0.02% | 105 |
|