FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,489
| Closed | -$213K | – | 465 |
|
|
2021
Q4 | $213K | Buy |
+2,489
| New | +$213K | 0.01% | 430 |
|
|
2017
Q1 | – | Sell |
-968
| Closed | -$82K | – | 900 |
|
|
2016
Q4 | $82K | Buy |
+968
| New | +$82K | 0.01% | 518 |
|
|
2015
Q1 | – | Sell |
-190
| Closed | -$16K | – | 1450 |
|
|
2014
Q4 | $16K | Buy |
190
+45
| +31% | +$3.79K | ﹤0.01% | 948 |
|
|
2014
Q3 | $12K | Hold |
145
| – | – | ﹤0.01% | 983 |
|
|
2014
Q2 | $12K | Buy |
+145
| New | +$12K | ﹤0.01% | 1003 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$17K | – | 1604 |
|
|
2013
Q2 | $17K | Buy |
+200
| New | +$17K | 0.01% | 844 |
|