FFT Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-130
| Closed | -$11K | – | 218 |
|
2021
Q2 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 231 |
|
2017
Q2 | – | Sell |
-2,657
| Closed | -$225K | – | 95 |
|
2017
Q1 | $225K | Sell |
2,657
-163
| -6% | -$13.8K | 0.07% | 79 |
|
2016
Q4 | $238K | Sell |
2,820
-2,000
| -41% | -$169K | 0.05% | 75 |
|
2016
Q3 | $410K | Sell |
4,820
-158
| -3% | -$13.4K | 0.17% | 46 |
|
2016
Q2 | $424K | Buy |
+4,978
| New | +$424K | 0.17% | 44 |
|