MWM
Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,056,041
| Closed | -$91.5M | – | 186 |
|
|
2020
Q1 | $91.5M | Buy |
+1,056,041
| New | +$91.5M | 19.9% | 1 |
|
|
2019
Q3 | – | Sell |
-182,440
| Closed | -$154K | – | 193 |
|
|
2019
Q2 | $154K | Buy |
+182,440
| New | +$154K | 2.97% | 3 |
|
|
2019
Q1 | – | Sell |
-1,296,443
| Closed | -$108M | – | 226 |
|
|
2018
Q4 | $108M | Buy |
1,296,443
+862,572
| +199% | +$72.1M | 23.41% | 1 |
|
|
2018
Q3 | $36.1M | Sell |
433,871
-179,287
| -29% | -$14.9M | 7.69% | 2 |
|
|
2018
Q2 | $51.1M | Buy |
+613,158
| New | +$51.1M | 11.67% | 2 |
|
|
2015
Q4 | – | Sell |
-1,232,153
| Closed | -$105M | – | 52 |
|
|
2015
Q3 | $105M | Buy |
+1,232,153
| New | +$105M | 58.72% | 1 |
|
|
2014
Q1 | – | Sell |
-152,910
| Closed | -$12.9M | – | 84 |
|
|
2013
Q4 | $12.9M | Buy |
+152,910
| New | +$12.9M | 5.48% | 2 |
|