Integrated Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $273K | Sell |
3,235
-277
| -8% | -$23.4K | 0.09% | 196 |
|
|
2016
Q4 | $297K | Buy |
3,512
+1,412
| +67% | +$119K | 0.11% | 174 |
|
|
2016
Q3 | $179K | Hold |
2,100
| – | – | 0.06% | 241 |
|
|
2016
Q2 | $179K | Hold |
2,100
| – | – | 0.07% | 228 |
|
|
2016
Q1 | $179K | Hold |
2,100
| – | – | 0.08% | 200 |
|
|
2015
Q4 | $177K | Hold |
2,100
| – | – | 0.08% | 204 |
|
|
2015
Q3 | $178K | Hold |
2,100
| – | – | 0.08% | 201 |
|
|
2015
Q2 | $178K | Hold |
2,100
| – | – | 0.07% | 208 |
|
|
2015
Q1 | $178K | Buy |
+2,100
| New | +$178K | 0.07% | 200 |
|