Landsberg Bennett & Dubbaneh’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,281
| Closed | -$284K | – | 239 |
|
|
2020
Q3 | $284K | Sell |
3,281
-337,111
| -99% | -$29.2M | 0.05% | 169 |
|
|
2020
Q2 | $29.5M | Buy |
340,392
+98,315
| +41% | +$8.52M | 6.12% | 2 |
|
|
2020
Q1 | $21M | Buy |
242,077
+148,623
| +159% | +$12.9M | 5.85% | 1 |
|
|
2019
Q4 | $7.91M | Buy |
93,454
+11,102
| +13% | +$940K | 1.86% | 7 |
|
|
2019
Q3 | $6.98M | Buy |
82,352
+1,283
| +2% | +$109K | 1.88% | 7 |
|
|
2019
Q2 | $6.86M | Buy |
81,069
+35,905
| +79% | +$3.04M | 1.79% | 8 |
|
|
2019
Q1 | $3.79M | Sell |
45,164
-3,954
| -8% | -$332K | 0.89% | 29 |
|
|
2018
Q4 | $4.11M | Buy |
+49,118
| New | +$4.11M | 1.58% | 5 |
|