FWM
Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,706
| Closed | -$736K | – | 405 |
|
|
2017
Q1 | $736K | Sell |
8,706
-12,064
| -58% | -$1.02M | 0.11% | 180 |
|
|
2016
Q4 | $1.75M | Buy |
20,770
+3,990
| +24% | +$337K | 0.29% | 98 |
|
|
2016
Q3 | $1.43M | Sell |
16,780
-8,377
| -33% | -$712K | 0.22% | 113 |
|
|
2016
Q2 | $2.15M | Buy |
25,157
+7,308
| +41% | +$623K | 0.34% | 79 |
|
|
2016
Q1 | $1.52M | Sell |
17,849
-10,016
| -36% | -$852K | 0.13% | 98 |
|
|
2015
Q4 | $2.35M | Buy |
27,865
+13,027
| +88% | +$1.1M | 0.38% | 74 |
|
|
2015
Q3 | $1.26M | Sell |
14,838
-35,724
| -71% | -$3.04M | 0.2% | 115 |
|
|
2015
Q2 | $4.29M | Buy |
50,562
+26,414
| +109% | +$2.24M | 0.66% | 31 |
|
|
2015
Q1 | $2.05M | Sell |
24,148
-34,509
| -59% | -$2.93M | 0.33% | 56 |
|
|
2014
Q4 | $4.95M | Buy |
+58,657
| New | +$4.95M | 0.93% | 21 |
|