Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,610
| Closed | -$455K | – | 204 |
|
|
2022
Q4 | $455K | Sell |
5,610
-1,005
| -15% | -$81.6K | 0.04% | 123 |
|
|
2022
Q3 | $537K | Sell |
6,615
-825
| -11% | -$67K | 0.05% | 102 |
|
|
2022
Q2 | $616K | Sell |
7,440
-20,988
| -74% | -$1.74M | 0.06% | 94 |
|
|
2022
Q1 | $2.37M | Buy |
+28,428
| New | +$2.37M | 0.2% | 46 |
|
|
2016
Q4 | – | Sell |
-35
| Closed | -$3K | – | 280 |
|
|
2016
Q3 | $3K | Sell |
35
-452
| -93% | -$38.7K | ﹤0.01% | 344 |
|
|
2016
Q2 | $42K | Buy |
487
+452
| +1,291% | +$39K | 0.01% | 206 |
|
|
2016
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 354 |
|
|
2015
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 359 |
|
|
2015
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 375 |
|
|
2015
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 343 |
|
|
2014
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 363 |
|