Concentrum Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,137
| Closed | -$357K | – | 57 |
|
|
2020
Q4 | $357K | Buy |
4,137
+1,543
| +59% | +$133K | 0.28% | 32 |
|
|
2020
Q3 | $224K | Hold |
2,594
| – | – | 0.21% | 35 |
|
|
2020
Q2 | $225K | Hold |
2,594
| – | – | 0.23% | 32 |
|
|
2020
Q1 | $225K | Hold |
2,594
| – | – | 0.3% | 32 |
|
|
2019
Q4 | $220K | Hold |
2,594
| – | – | 0.25% | 42 |
|
|
2019
Q3 | $220K | Sell |
2,594
-338
| -12% | -$28.7K | 0.28% | 37 |
|
|
2019
Q2 | $249K | Hold |
2,932
| – | – | 0.3% | 33 |
|
|
2019
Q1 | $247K | Sell |
2,932
-108
| -4% | -$9.1K | 0.33% | 28 |
|
|
2018
Q4 | $254K | Buy |
+3,040
| New | +$254K | 0.43% | 21 |
|