Greenleaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,985
| Closed | -$507K | – | 578 |
|
|
2019
Q4 | $507K | Hold |
5,985
| – | – | 0.01% | 289 |
|
|
2019
Q3 | $508K | Hold |
5,985
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $507K | Sell |
5,985
-123
| -2% | -$10.4K | 0.01% | 277 |
|
|
2019
Q1 | $514K | Hold |
6,108
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $511K | Hold |
6,108
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $508K | Buy |
6,108
+123
| +2% | +$10.2K | 0.01% | 277 |
|
|
2018
Q2 | $499K | Buy |
+5,985
| New | +$499K | 0.01% | 271 |
|