Johnson Financial Group LLC (Colorado)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,049
| Closed | -$341K | – | 27 |
|
2019
Q1 | $341K | Sell |
4,049
-15
| -0.4% | -$1.26K | 0.26% | 18 |
|
2018
Q4 | $339K | Buy |
+4,064
| New | +$339K | 0.18% | 29 |
|
2018
Q1 | – | Sell |
-80,842
| Closed | -$6.78M | – | 82 |
|
2017
Q4 | $6.78M | Buy |
+80,842
| New | +$6.78M | 5.1% | 5 |
|
2017
Q1 | – | Sell |
-92,931
| Closed | -$7.85M | – | 95 |
|
2016
Q4 | $7.85M | Buy |
+92,931
| New | +$7.85M | 6.29% | 4 |
|