Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.21M | Sell |
14,025
-250
| -2% | -$21.5K | 0.08% | 209 |
|
|
2021
Q2 | $1.23M | Sell |
14,275
-7,681
| -35% | -$662K | 0.08% | 201 |
|
|
2021
Q1 | $1.89M | Sell |
21,956
-2,674
| -11% | -$231K | 0.14% | 141 |
|
|
2020
Q4 | $2.13M | Sell |
24,630
-2,505
| -9% | -$216K | 0.16% | 130 |
|
|
2020
Q3 | $2.34M | Sell |
27,135
-197,834
| -88% | -$17.1M | 0.2% | 110 |
|
|
2020
Q2 | $19.5M | Sell |
224,969
-116,822
| -34% | -$10.1M | 1.88% | 9 |
|
|
2020
Q1 | $29.6M | Buy |
341,791
+210,678
| +161% | +$18.3M | 3.4% | 3 |
|
|
2019
Q4 | $11.1M | Buy |
131,113
+17,211
| +15% | +$1.46M | 1.04% | 15 |
|
|
2019
Q3 | $9.66M | Sell |
113,902
-2,394
| -2% | -$203K | 1.03% | 15 |
|
|
2019
Q2 | $9.86M | Buy |
116,296
+60,481
| +108% | +$5.13M | 1.03% | 17 |
|
|
2019
Q1 | $4.7M | Sell |
55,815
-32,381
| -37% | -$2.72M | 0.51% | 34 |
|
|
2018
Q4 | $7.38M | Buy |
+88,196
| New | +$7.38M | 0.92% | 20 |
|