DMS
Discretionary Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $103K | Sell |
1,750
-10,200
| -85% | -$600K | 0.35% | 14 |
|
|
2016
Q2 | $667K | Hold |
11,950
| – | – | 2.64% | 10 |
|
|
2016
Q1 | $683K | Buy |
11,950
+3,550
| +42% | +$203K | 4.74% | 8 |
|
|
2015
Q4 | $493K | Sell |
8,400
-1,850
| -18% | -$109K | 2.39% | 10 |
|
|
2015
Q3 | $588K | Buy |
10,250
+3,000
| +41% | +$172K | 2.73% | 10 |
|
|
2015
Q2 | $460K | Buy |
+7,250
| New | +$460K | 1.47% | 8 |
|