KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $417K | Sell |
4,926
-1,222
| -20% | -$103K | 0.06% | 301 |
|
|
2014
Q2 | $520K | Sell |
6,148
-14,554
| -70% | -$1.23M | 0.07% | 258 |
|
|
2014
Q1 | $1.75M | Sell |
20,702
-467
| -2% | -$39.4K | 0.28% | 91 |
|
|
2013
Q4 | $1.79M | Sell |
21,169
-15,622
| -42% | -$1.32M | 0.3% | 76 |
|
|
2013
Q3 | $3.11M | Buy |
36,791
+2,433
| +7% | +$206K | 0.76% | 20 |
|
|
2013
Q2 | $2.9M | Buy |
+34,358
| New | +$2.9M | 0.81% | 21 |
|