DIM
Delta Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,921
| Closed | -$1.46M | – | 192 |
|
|
2020
Q4 | $1.46M | Buy |
16,921
+771
| +5% | +$66.6K | 0.47% | 63 |
|
|
2020
Q3 | $1.4M | Buy |
16,150
+8,267
| +105% | +$715K | 0.76% | 29 |
|
|
2020
Q2 | $682K | Sell |
7,883
-13,434
| -63% | -$1.16M | 0.28% | 70 |
|
|
2020
Q1 | $1.85M | Buy |
+21,317
| New | +$1.85M | 1.41% | 17 |
|
|
2019
Q4 | – | Sell |
-8,310
| Closed | -$704K | – | 202 |
|
|
2019
Q3 | $704K | Buy |
+8,310
| New | +$704K | 0.37% | 56 |
|
|
2019
Q2 | – | Sell |
-87,943
| Closed | -$7.4M | – | 133 |
|
|
2019
Q1 | $7.4M | Buy |
87,943
+70,711
| +410% | +$5.95M | 6.47% | 3 |
|
|
2018
Q4 | $1.44M | Buy |
+17,232
| New | +$1.44M | 1.36% | 8 |
|