Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-165
| Closed | -$14K | – | 323 |
|
|
2020
Q2 | $14K | Hold |
165
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $14K | Hold |
165
| – | – | 0.02% | 189 |
|
|
2019
Q4 | $14K | Buy |
+165
| New | +$14K | 0.01% | 212 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$14K | – | 261 |
|
|
2019
Q2 | $14K | Sell |
165
-395
| -71% | -$33.5K | 0.01% | 249 |
|
|
2019
Q1 | $47K | Hold |
560
| – | – | 0.05% | 200 |
|
|
2018
Q4 | $47K | Sell |
560
-903
| -62% | -$75.8K | 0.05% | 179 |
|
|
2018
Q3 | $122K | Sell |
1,463
-7,233
| -83% | -$603K | 0.12% | 126 |
|
|
2018
Q2 | $725K | Sell |
8,696
-12,337
| -59% | -$1.03M | 0.73% | 39 |
|
|
2018
Q1 | $1.76M | Sell |
21,033
-11,622
| -36% | -$971K | 1.52% | 16 |
|
|
2017
Q4 | $2.74M | Buy |
+32,655
| New | +$2.74M | 2.32% | 8 |
|