CT Financial Advisors’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
Q1 | $1.09M | Buy |
12,921
+11
| +0.1% | +$930 | 0.67% | 41 |
|
|
2016
Q4 | $1.09M | Buy |
12,910
+23
| +0.2% | +$1.94K | 0.69% | 41 |
|
|
2016
Q3 | $1.1M | Sell |
12,887
-109
| -0.8% | -$9.27K | 0.67% | 41 |
|
|
2016
Q2 | $1.11M | Sell |
12,996
-4,018
| -24% | -$343K | 0.68% | 41 |
|
|
2016
Q1 | $1.45M | Buy |
17,014
+410
| +2% | +$34.9K | 0.82% | 35 |
|
|
2015
Q4 | $1.4M | Buy |
16,604
+26
| +0.2% | +$2.19K | 0.81% | 35 |
|
|
2015
Q3 | $1.41M | Buy |
16,578
+18
| +0.1% | +$1.53K | 0.88% | 32 |
|
|
2015
Q2 | $1.41M | Buy |
16,560
+11
| +0.1% | +$933 | 0.8% | 37 |
|
|
2015
Q1 | $1.4M | Sell |
16,549
-347
| -2% | -$29.5K | 0.78% | 37 |
|
|
2014
Q4 | $1.43M | Buy |
+16,896
| New | +$1.43M | 1.08% | 24 |
|
|
2014
Q1 | $1.4M | Buy |
+16,549
| New | +$1.4M | 0.78% | 37 |
|