Gateway Advisory’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
Q1 | – | Sell |
-2,711
| Closed | -$234K | – | 100 |
|
|
2020
Q4 | $234K | Hold |
2,711
| – | – | 0.05% | 62 |
|
|
2020
Q3 | $235K | Hold |
2,711
| – | – | 0.06% | 55 |
|
|
2020
Q2 | $235K | Sell |
2,711
-511
| -16% | -$44.3K | 0.07% | 50 |
|
|
2020
Q1 | $279K | Hold |
3,222
| – | – | 0.09% | 45 |
|
|
2019
Q4 | $273K | Hold |
3,222
| – | – | 0.07% | 51 |
|
|
2019
Q3 | $273K | Hold |
3,222
| – | – | 0.09% | 43 |
|
|
2019
Q2 | $273K | Sell |
3,222
-4,626
| -59% | -$392K | 0.07% | 47 |
|
|
2019
Q1 | $660K | Sell |
7,848
-1,560
| -17% | -$131K | 0.17% | 39 |
|
|
2018
Q4 | $787K | Buy |
+9,408
| New | +$787K | 0.33% | 30 |
|