Institute for Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $49K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.89M | Buy |
|
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|
2017
Q3 | $1.83M | Sell |
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|
2017
Q2 | $1.94M | Buy |
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|
2015
Q4 | $446K | Buy |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.03M | Sell |
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|
2014
Q4 | $2.16M | Sell |
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|
2014
Q3 | $2.69M | Buy |
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|
2014
Q2 | $2.19M | Sell |
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|
2014
Q1 | $2.29M | Sell |
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|
2013
Q4 | $2.46M | Sell |
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|
2013
Q3 | $2.91M | Buy |
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|
2013
Q2 | $2.65M | Buy |
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