IFWM
Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-583
| Closed | -$49K | – | 625 |
|
|
2019
Q4 | $49K | Buy |
+583
| New | +$49K | 0.01% | 514 |
|
|
2018
Q1 | – | Sell |
-57,396
| Closed | -$4.89M | – | 378 |
|
|
2017
Q4 | $4.89M | Buy |
57,396
+35,714
| +165% | +$3.04M | 1.13% | 9 |
|
|
2017
Q3 | $1.83M | Sell |
21,682
-1,273
| -6% | -$108K | 0.6% | 46 |
|
|
2017
Q2 | $1.94M | Buy |
+22,955
| New | +$1.94M | 0.53% | 36 |
|
|
2015
Q4 | $446K | Buy |
5,291
+1,961
| +59% | +$165K | 0.67% | 28 |
|
|
2015
Q3 | $283K | Buy |
+3,330
| New | +$283K | 0.54% | 26 |
|
|
2015
Q2 | – | Sell |
-23,923
| Closed | -$2.03M | – | 31 |
|
|
2015
Q1 | $2.03M | Sell |
23,923
-1,674
| -7% | -$142K | 2.23% | 12 |
|
|
2014
Q4 | $2.16M | Sell |
25,597
-6,177
| -19% | -$522K | 2.27% | 14 |
|
|
2014
Q3 | $2.69M | Buy |
31,774
+5,823
| +22% | +$492K | 2.56% | 14 |
|
|
2014
Q2 | $2.19M | Sell |
25,951
-1,146
| -4% | -$96.9K | 1.9% | 16 |
|
|
2014
Q1 | $2.29M | Sell |
27,097
-2,071
| -7% | -$175K | 1.96% | 17 |
|
|
2013
Q4 | $2.46M | Sell |
29,168
-5,317
| -15% | -$449K | 1.77% | 19 |
|
|
2013
Q3 | $2.91M | Buy |
34,485
+2,988
| +9% | +$252K | 2% | 20 |
|
|
2013
Q2 | $2.66M | Buy |
+31,497
| New | +$2.66M | 2.13% | 23 |
|