Lenox Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $327K | Sell |
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2020
Q1 | $4.06M | Buy |
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|
2019
Q4 | $3.38M | Sell |
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2019
Q3 | $4.77M | Sell |
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2019
Q2 | $7.01M | Buy |
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|
2019
Q1 | $6.83M | Sell |
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|
2018
Q4 | $7.08M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $20K | Buy |
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