EFS
Edelman Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-91
| Closed | -$8K | – | 22 |
|
|
2015
Q2 | $8K | Hold |
91
| – | – | ﹤0.01% | 22 |
|
|
2015
Q1 | $8K | Sell |
91
-334
| -79% | -$29.4K | ﹤0.01% | 22 |
|
|
2014
Q4 | $36K | Sell |
425
-30
| -7% | -$2.54K | ﹤0.01% | 20 |
|
|
2014
Q3 | $38K | Buy |
455
+24
| +6% | +$2K | ﹤0.01% | 20 |
|
|
2014
Q2 | $36K | Sell |
431
-499
| -54% | -$41.7K | ﹤0.01% | 20 |
|
|
2014
Q1 | $79K | Sell |
930
-827
| -47% | -$70.3K | ﹤0.01% | 20 |
|
|
2013
Q4 | $148K | Sell |
1,757
-700,573
| -100% | -$59M | ﹤0.01% | 19 |
|
|
2013
Q3 | $59.3M | Buy |
702,330
+29,750
| +4% | +$2.51M | 1.21% | 9 |
|
|
2013
Q2 | $56.7M | Buy |
+672,580
| New | +$56.7M | 1.25% | 9 |
|