LI
LVZ Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,224
| Closed | -$262K | – | 155 |
|
|
2022
Q4 | $262K | Buy |
+3,224
| New | +$262K | 0.04% | 113 |
|
|
2019
Q3 | – | Sell |
-393,005
| Closed | -$33.3M | – | 83 |
|
|
2019
Q2 | $33.3M | Buy |
393,005
+1,263
| +0.3% | +$107K | 7.55% | 6 |
|
|
2019
Q1 | $33M | Buy |
+391,742
| New | +$33M | 7.7% | 6 |
|
|
2016
Q3 | – | Sell |
-2,687
| Closed | -$229K | – | 36 |
|
|
2016
Q2 | $229K | Buy |
2,687
+112
| +4% | +$9.55K | 2.5% | 21 |
|
|
2016
Q1 | $219K | Buy |
+2,575
| New | +$219K | 0.1% | 50 |
|
|
2014
Q4 | – | Sell |
-39,762
| Closed | -$3.36M | – | 30 |
|
|
2014
Q3 | $3.36M | Buy |
39,762
+1,479
| +4% | +$125K | 2.5% | 15 |
|
|
2014
Q2 | $3.24M | Buy |
38,283
+2,628
| +7% | +$222K | 2.4% | 15 |
|
|
2014
Q1 | $3.01M | Buy |
35,655
+1,700
| +5% | +$144K | 2.41% | 14 |
|
|
2013
Q4 | $2.87M | Buy |
+33,955
| New | +$2.87M | 2.35% | 14 |
|