Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.37M | Sell |
40,301
-10,191
| -20% | -$852K | 2.17% | 8 |
|
|
2017
Q4 | $4.23M | Buy |
50,492
+627
| +1% | +$52.6K | 2.62% | 6 |
|
|
2017
Q3 | $4.21M | Sell |
49,865
-6,213
| -11% | -$525K | 2.78% | 7 |
|
|
2017
Q2 | $4.74M | Buy |
56,078
+1,850
| +3% | +$156K | 3.24% | 4 |
|
|
2017
Q1 | $4.58M | Buy |
54,228
+1,188
| +2% | +$100K | 3.33% | 3 |
|
|
2016
Q4 | $4.48M | Buy |
+53,040
| New | +$4.48M | 3.75% | 4 |
|
|
2016
Q2 | – | Sell |
-5,335
| Closed | -$453K | – | 229 |
|
|
2016
Q1 | $453K | Sell |
5,335
-54,682
| -91% | -$4.64M | 0.42% | 71 |
|
|
2015
Q4 | $5.06M | Buy |
+60,017
| New | +$5.06M | 4.83% | 2 |
|