Marcuard Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,020
| Closed | -$424K | – | 27 |
|
|
2014
Q2 | $424K | Sell |
5,020
-10,000
| -67% | -$845K | 0.96% | 19 |
|
|
2014
Q1 | $1.27M | Buy |
15,020
+1,600
| +12% | +$135K | 3.07% | 8 |
|
|
2013
Q4 | $1.13M | Sell |
13,420
-1,880
| -12% | -$159K | 2.43% | 13 |
|
|
2013
Q3 | $1.29M | Hold |
15,300
| – | – | 2.47% | 13 |
|
|
2013
Q2 | $1.29M | Buy |
+15,300
| New | +$1.29M | 2.07% | 15 |
|