IPC
Independent Portfolio Consultants’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 | $560K | Buy |
6,629
+354
| +6% | +$29.9K | 0.23% | 140 |
|
|
2017
Q1 | $530K | Sell |
6,275
-19,815
| -76% | -$1.67M | 0.18% | 203 |
|
|
2016
Q4 | $2.2M | Sell |
26,090
-985
| -4% | -$83.2K | 0.72% | 15 |
|
|
2016
Q3 | $2.3M | Buy |
27,075
+3,835
| +17% | +$326K | 0.72% | 18 |
|
|
2016
Q2 | $1.98M | Buy |
23,240
+650
| +3% | +$55.5K | 0.62% | 27 |
|
|
2016
Q1 | $1.92M | Sell |
22,590
-1,210
| -5% | -$103K | 0.54% | 37 |
|
|
2015
Q4 | $2.01M | Buy |
23,800
+22,040
| +1,252% | +$1.86M | 0.6% | 29 |
|
|
2015
Q3 | $150K | Sell |
1,760
-6,905
| -80% | -$588K | 0.03% | 395 |
|
|
2015
Q2 | $735K | Buy |
8,665
+3,210
| +59% | +$272K | 0.15% | 197 |
|
|
2015
Q1 | $463K | Sell |
5,455
-810
| -13% | -$68.8K | 0.09% | 251 |
|
|
2014
Q4 | $529K | Sell |
6,265
-3,770
| -38% | -$318K | 0.11% | 243 |
|
|
2014
Q3 | $848K | Sell |
10,035
-2,740
| -21% | -$232K | 0.23% | 109 |
|
|
2014
Q2 | $1.08M | Buy |
12,775
+5,405
| +73% | +$457K | 0.3% | 78 |
|
|
2014
Q1 | $622K | Buy |
+7,370
| New | +$622K | 0.2% | 162 |
|