Integrated 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
2017
Q1
$273K Sell
2016
Q4
$297K Buy
2016
Q3
$179K Hold
2016
Q2
$179K Hold
2016
Q1
$179K Hold
2015
Q4
$177K Hold
2015
Q3
$178K Hold
2015
Q2
$178K Hold
2015
Q1
$178K Buy