CWA
Clarus Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,674
| Closed | -$231K | – | 135 |
|
|
2020
Q2 | $231K | Sell |
2,674
-13,667
| -84% | -$1.18M | 0.19% | 108 |
|
|
2020
Q1 | $1.42M | Buy |
16,341
+5,115
| +46% | +$443K | 1.41% | 14 |
|
|
2019
Q4 | $951K | Sell |
11,226
-262
| -2% | -$22.2K | 0.63% | 33 |
|
|
2019
Q3 | $974K | Buy |
11,488
+697
| +6% | +$59.1K | 0.71% | 24 |
|
|
2019
Q2 | $915K | Buy |
10,791
+5,392
| +100% | +$457K | 0.66% | 22 |
|
|
2019
Q1 | $454K | Sell |
5,399
-6,554
| -55% | -$551K | 0.34% | 42 |
|
|
2018
Q4 | $1M | Buy |
11,953
+4,866
| +69% | +$407K | 1.57% | 6 |
|
|
2018
Q3 | $589K | Buy |
+7,087
| New | +$589K | 0.38% | 29 |
|