FundX Investment Group’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
Q2 | – | Sell |
-4,804
| Closed | -$414K | – | 45 |
|
|
2021
Q1 | $414K | Hold |
4,804
| – | – | 0.23% | 31 |
|
|
2020
Q4 | $415K | Sell |
4,804
-168
| -3% | -$14.5K | 0.17% | 32 |
|
|
2020
Q3 | $430K | Buy |
4,972
+1,340
| +37% | +$116K | 0.17% | 29 |
|
|
2020
Q2 | $315K | Sell |
3,632
-399,468
| -99% | -$34.6M | 0.13% | 31 |
|
|
2020
Q1 | $34.9M | Buy |
+403,100
| New | +$34.9M | 12.85% | 2 |
|
|
2019
Q3 | – | Sell |
-21,615
| Closed | -$1.83M | – | 51 |
|
|
2019
Q2 | $1.83M | Buy |
21,615
+8,726
| +68% | +$740K | 0.76% | 17 |
|
|
2019
Q1 | $1.08M | Buy |
+12,889
| New | +$1.08M | 0.37% | 29 |
|
|
2018
Q4 | – | Sell |
-3,550
| Closed | -$295K | – | 55 |
|
|
2018
Q3 | $295K | Hold |
3,550
| – | – | 0.16% | 33 |
|
|
2018
Q2 | $296K | Buy |
+3,550
| New | +$296K | 0.15% | 31 |
|
|
2016
Q3 | – | Sell |
-16,100
| Closed | -$1.37M | – | 54 |
|
|
2016
Q2 | $1.37M | Sell |
16,100
-22,600
| -58% | -$1.93M | 0.34% | 27 |
|
|
2016
Q1 | $3.29M | Buy |
+38,700
| New | +$3.29M | 0.82% | 19 |
|