Certified Advisory Corp’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
Q2 | – | Sell |
-1,185
| Closed | -$102K | – | 637 |
|
|
2021
Q1 | $102K | Buy |
+1,185
| New | +$102K | 0.03% | 254 |
|
|
2020
Q2 | $2K | Sell |
19
-132
| -87% | -$13.9K | ﹤0.01% | 707 |
|
|
2020
Q1 | $13K | Buy |
151
+19
| +14% | +$1.64K | 0.01% | 494 |
|
|
2019
Q4 | $11K | Buy |
132
+1
| +0.8% | +$83 | ﹤0.01% | 578 |
|
|
2019
Q3 | $11K | Buy |
131
+1
| +0.8% | +$84 | ﹤0.01% | 576 |
|
|
2019
Q2 | $11K | Buy |
130
+1
| +0.8% | +$85 | ﹤0.01% | 578 |
|
|
2019
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $11K | Buy |
129
+1
| +0.8% | +$85 | 0.01% | 529 |
|
|
2018
Q3 | $11K | Sell |
128
-307
| -71% | -$26.4K | 0.01% | 552 |
|
|
2018
Q2 | $36K | Buy |
435
+3
| +0.7% | +$248 | 0.02% | 324 |
|
|
2018
Q1 | $36K | Sell |
432
-410
| -49% | -$34.2K | 0.02% | 320 |
|
|
2017
Q4 | $70K | Buy |
+842
| New | +$70K | 0.05% | 195 |
|