MAA
Matrix Asset Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,134
| Closed | -$1.13M | – | 92 |
|
|
2021
Q1 | $1.13M | Buy |
13,134
+224
| +2% | +$19.3K | 0.17% | 56 |
|
|
2020
Q4 | $1.12M | Buy |
12,910
+2,540
| +24% | +$219K | 0.19% | 56 |
|
|
2020
Q3 | $897K | Buy |
10,370
+2,475
| +31% | +$214K | 0.17% | 55 |
|
|
2020
Q2 | $684K | Buy |
7,895
+698
| +10% | +$60.5K | 0.13% | 52 |
|
|
2020
Q1 | $624K | Buy |
7,197
+120
| +2% | +$10.4K | 0.14% | 50 |
|
|
2019
Q4 | $599K | Buy |
7,077
+4,117
| +139% | +$348K | 0.1% | 54 |
|
|
2019
Q3 | $251K | Buy |
+2,960
| New | +$251K | 0.04% | 64 |
|