JOYN Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-240
| Closed | -$20K | – | 1852 |
|
2018
Q1 | $20K | Buy |
+240
| New | +$20K | ﹤0.01% | 672 |
|
2014
Q3 | – | Sell |
-176
| Closed | -$15K | – | 39 |
|
2014
Q2 | $15K | Hold |
176
| – | – | 0.01% | 26 |
|
2014
Q1 | $15K | Hold |
176
| – | – | 0.01% | 36 |
|
2013
Q4 | $15K | Hold |
176
| – | – | 0.01% | 45 |
|
2013
Q3 | $15K | Buy |
+176
| New | +$15K | 0.01% | 38 |
|
2013
Q2 | – | Hold |
0
| – | – | – | 34 |
|