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
2019
Q4
$49K Buy
2018
Q1
Sell
2017
Q4
$4.89M Buy
2017
Q3
$1.83M Sell
2017
Q2
$1.94M Buy
2015
Q4
$446K Buy
2015
Q3
$283K Buy
2015
Q2
Sell
2015
Q1
$2.03M Sell
2014
Q4
$2.16M Sell
2014
Q3
$2.69M Buy
2014
Q2
$2.19M Sell
2014
Q1
$2.29M Sell
2013
Q4
$2.46M Sell
2013
Q3
$2.91M Buy
2013
Q2
$2.65M Buy