Cetera Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-55,437
| Closed | -$4.68M | – | 65 |
|
2017
Q2 | $4.68M | Sell |
55,437
-3,020
| -5% | -$255K | 5.92% | 2 |
|
2017
Q1 | $4.94M | Sell |
58,457
-30,360
| -34% | -$2.57M | 5.66% | 2 |
|
2016
Q4 | $7.5M | Sell |
88,817
-2,219
| -2% | -$187K | 5.62% | 1 |
|
2016
Q3 | $7.74M | Sell |
91,036
-5,556
| -6% | -$473K | 4.98% | 2 |
|
2016
Q2 | $8.24M | Sell |
96,592
-13,471
| -12% | -$1.15M | 4.86% | 2 |
|
2016
Q1 | $9.35M | Sell |
110,063
-3,262
| -3% | -$277K | 4.84% | 2 |
|
2015
Q4 | $9.56M | Buy |
+113,325
| New | +$9.56M | 3.86% | 2 |
|