KLI
Kelman-Lazarov Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,153
| Closed | -$358K | – | 88 |
|
|
2021
Q1 | $358K | Hold |
4,153
| – | – | 0.13% | 57 |
|
|
2020
Q4 | $359K | Hold |
4,153
| – | – | 0.14% | 57 |
|
|
2020
Q3 | $359K | Buy |
4,153
+337
| +9% | +$29.1K | 0.16% | 50 |
|
|
2020
Q2 | $331K | Buy |
3,816
+1,207
| +46% | +$105K | 0.15% | 55 |
|
|
2020
Q1 | $226K | Sell |
2,609
-74
| -3% | -$6.41K | 0.12% | 71 |
|
|
2019
Q4 | $227K | Buy |
2,683
+195
| +8% | +$16.5K | 0.1% | 92 |
|
|
2019
Q3 | $211K | Hold |
2,488
| – | – | 0.1% | 93 |
|
|
2019
Q2 | $211K | Buy |
+2,488
| New | +$211K | 0.11% | 89 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$14.8K | – | 222 |
|
|
2016
Q4 | $14.8K | Hold |
175
| – | – | 0.01% | 231 |
|
|
2016
Q3 | $14.9K | Hold |
175
| – | – | 0.01% | 266 |
|
|
2016
Q2 | $14.9K | Hold |
175
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $15K | Buy |
+175
| New | +$15K | 0.01% | 264 |
|