Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,894
| Closed | -$412K | – | 86 |
|
|
2019
Q4 | $412K | Sell |
4,894
-24,433
| -83% | -$2.06M | 0.18% | 48 |
|
|
2019
Q3 | $2.49M | Buy |
+29,327
| New | +$2.49M | 1.21% | 10 |
|
|
2018
Q2 | – | Sell |
-5,578
| Closed | -$464K | – | 113 |
|
|
2018
Q1 | $464K | Sell |
5,578
-29,608
| -84% | -$2.46M | 0.3% | 59 |
|
|
2017
Q4 | $2.95M | Buy |
+35,186
| New | +$2.95M | 1.71% | 13 |
|