Lehman Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-415
| Closed | -$35K | – | 292 |
|
|
2015
Q3 | $35K | Hold |
415
| – | – | 0.02% | 184 |
|
|
2015
Q2 | $35K | Hold |
415
| – | – | 0.02% | 193 |
|
|
2015
Q1 | $35K | Hold |
415
| – | – | 0.02% | 193 |
|
|
2014
Q4 | $35K | Sell |
415
-50
| -11% | -$4.22K | 0.02% | 178 |
|
|
2014
Q3 | $39K | Sell |
465
-650
| -58% | -$54.5K | 0.02% | 172 |
|
|
2014
Q2 | $94K | Hold |
1,115
| – | – | 0.04% | 97 |
|
|
2014
Q1 | $94K | Hold |
1,115
| – | – | 0.05% | 97 |
|
|
2013
Q4 | $94K | Hold |
1,115
| – | – | 0.06% | 85 |
|
|
2013
Q3 | $94K | Sell |
1,115
-123
| -10% | -$10.4K | 0.06% | 82 |
|
|
2013
Q2 | $104K | Buy |
+1,238
| New | +$104K | 0.07% | 66 |
|