Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,479
| Closed | -$120K | – | 425 |
|
|
2023
Q2 | $120K | Hold |
1,479
| – | – | 0.09% | 83 |
|
|
2023
Q1 | $122K | Hold |
1,479
| – | – | 0.09% | 80 |
|
|
2022
Q4 | $120K | Hold |
1,479
| – | – | 0.09% | 80 |
|
|
2022
Q3 | $120K | Hold |
1,479
| – | – | 0.1% | 78 |
|
|
2022
Q2 | $122K | Hold |
1,479
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $127K | Hold |
1,479
| – | – | 0.08% | 77 |
|
|
2021
Q4 | $127K | Hold |
1,479
| – | – | 0.08% | 77 |
|
|
2021
Q3 | $127K | Hold |
1,479
| – | – | 0.09% | 70 |
|
|
2021
Q2 | $127K | Buy |
1,479
+29
| +2% | +$2.49K | 0.08% | 70 |
|
|
2021
Q1 | $125K | Hold |
1,450
| – | – | 0.09% | 64 |
|
|
2020
Q4 | $125K | Buy |
+1,450
| New | +$125K | 0.09% | 66 |
|
|
2020
Q1 | $126K | Hold |
1,450
| – | – | 0.13% | 56 |
|
|
2019
Q4 | $123K | Hold |
1,450
| – | – | 0.09% | 65 |
|
|
2019
Q3 | $123K | Hold |
1,450
| – | – | 0.1% | 65 |
|
|
2019
Q2 | $123K | Hold |
1,450
| – | – | 0.11% | 68 |
|
|
2019
Q1 | $122K | Hold |
1,450
| – | – | 0.11% | 69 |
|
|
2018
Q4 | $121K | Sell |
1,450
-850
| -37% | -$70.9K | 0.13% | 72 |
|
|
2018
Q3 | $191K | Hold |
2,300
| – | – | 0.16% | 64 |
|
|
2018
Q2 | $192K | Hold |
2,300
| – | – | 0.17% | 67 |
|
|
2018
Q1 | $192K | Hold |
2,300
| – | – | 0.16% | 74 |
|
|
2017
Q4 | $193K | Hold |
2,300
| – | – | 0.16% | 77 |
|
|
2017
Q3 | $194K | Hold |
2,300
| – | – | 0.16% | 76 |
|
|
2017
Q2 | $194K | Buy |
2,300
+200
| +10% | +$16.9K | 0.17% | 74 |
|
|
2017
Q1 | $177K | Buy |
+2,100
| New | +$177K | 0.16% | 81 |
|