Kelleher Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,652
| Closed | -$223K | – | 85 |
|
|
2017
Q3 | $223K | Hold |
2,652
| – | – | 0.47% | 66 |
|
|
2017
Q2 | $224K | Hold |
2,652
| – | – | 0.43% | 71 |
|
|
2017
Q1 | $224K | Hold |
2,652
| – | – | 0.48% | 71 |
|
|
2016
Q4 | $223K | Hold |
2,652
| – | – | 0.12% | 121 |
|
|
2016
Q3 | $225K | Hold |
2,652
| – | – | 0.13% | 113 |
|
|
2016
Q2 | $226K | Hold |
2,652
| – | – | 0.14% | 116 |
|
|
2016
Q1 | $225K | Hold |
2,652
| – | – | 0.12% | 139 |
|
|
2015
Q4 | $223K | Buy |
+2,652
| New | +$223K | 0.15% | 98 |
|