LifePlan Financial Group’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
Q3 | $105K | Sell |
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2020
Q2 | $196K | Sell |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $132K | Sell |
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|
2019
Q3 | $134K | Buy |
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|
2019
Q2 | $131K | Sell |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $197K | Buy |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $69K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $107K | Buy |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | $28K | Sell |
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|
2013
Q2 | $11.3M | Buy |
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