LifePlan Financial Group’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
Q3 | $105K | Sell |
1,213
-1,052
| -46% | -$91.1K | 0.05% | 182 |
|
|
2020
Q2 | $196K | Sell |
2,265
-40
| -2% | -$3.46K | 0.09% | 124 |
|
|
2020
Q1 | $200K | Buy |
2,305
+748
| +48% | +$64.9K | 0.11% | 115 |
|
|
2019
Q4 | $132K | Sell |
1,557
-25
| -2% | -$2.12K | 0.06% | 162 |
|
|
2019
Q3 | $134K | Buy |
1,582
+35
| +2% | +$2.97K | 0.06% | 159 |
|
|
2019
Q2 | $131K | Sell |
1,547
-2,042
| -57% | -$173K | 0.06% | 158 |
|
|
2019
Q1 | $302K | Sell |
3,589
-487
| -12% | -$41K | 0.16% | 101 |
|
|
2018
Q4 | $341K | Buy |
4,076
+1,708
| +72% | +$143K | 0.21% | 79 |
|
|
2018
Q3 | $197K | Buy |
2,368
+1,429
| +152% | +$119K | 0.11% | 125 |
|
|
2018
Q2 | $78K | Buy |
939
+115
| +14% | +$9.55K | 0.04% | 197 |
|
|
2018
Q1 | $69K | Buy |
+824
| New | +$69K | 0.04% | 197 |
|
|
2014
Q2 | – | Sell |
-1,263
| Closed | -$107K | – | 189 |
|
|
2014
Q1 | $107K | Buy |
1,263
+223
| +21% | +$18.9K | 0.09% | 83 |
|
|
2013
Q4 | $88K | Buy |
1,040
+705
| +210% | +$59.7K | 0.06% | 86 |
|
|
2013
Q3 | $28K | Sell |
335
-134,041
| -100% | -$11.2M | 0.02% | 119 |
|
|
2013
Q2 | $11.3M | Buy |
+134,376
| New | +$11.3M | 12.57% | 3 |
|