Bruderman Asset Management’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
Q4 | – | Sell |
-11,108
| Closed | -$961K | – | 110 |
|
|
2020
Q3 | $961K | Buy |
11,108
+367
| +3% | +$31.8K | 0.32% | 69 |
|
|
2020
Q2 | $929K | Buy |
10,741
+1,990
| +23% | +$172K | 0.31% | 69 |
|
|
2020
Q1 | $758K | Buy |
8,751
+2,436
| +39% | +$211K | 0.3% | 63 |
|
|
2019
Q4 | $535K | Buy |
6,315
+1,366
| +28% | +$116K | 0.17% | 82 |
|
|
2019
Q3 | $419K | Buy |
+4,949
| New | +$419K | 0.11% | 92 |
|
|
2017
Q3 | – | Sell |
-1,185
| Closed | -$100K | – | 284 |
|
|
2017
Q2 | $100K | Buy |
+1,185
| New | +$100K | 0.03% | 156 |
|
|
2017
Q1 | – | Sell |
-1,185
| Closed | -$100K | – | 278 |
|
|
2016
Q4 | $100K | Hold |
1,185
| – | – | 0.03% | 151 |
|
|
2016
Q3 | $101K | Hold |
1,185
| – | – | 0.03% | 157 |
|
|
2016
Q2 | $101K | Hold |
1,185
| – | – | 0.03% | 158 |
|
|
2016
Q1 | $101K | Hold |
1,185
| – | – | 0.04% | 148 |
|
|
2015
Q4 | $100K | Hold |
1,185
| – | – | 0.04% | 156 |
|
|
2015
Q3 | $101K | Hold |
1,185
| – | – | 0.04% | 148 |
|
|
2015
Q2 | $101K | Hold |
1,185
| – | – | 0.04% | 150 |
|
|
2015
Q1 | $101K | Buy |
+1,185
| New | +$101K | 0.04% | 152 |
|