MFM
Mirsky Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $610K | Sell |
7,129
-321
| -4% | -$27.5K | 0.25% | 33 |
|
|
2021
Q3 | $642K | Sell |
7,450
-1,929
| -21% | -$166K | 0.29% | 29 |
|
|
2021
Q2 | $808K | Sell |
9,379
-165,387
| -95% | -$14.2M | 0.36% | 29 |
|
|
2021
Q1 | $15.1M | Buy |
174,766
+2,754
| +2% | +$238K | 7% | 3 |
|
|
2020
Q4 | $14.9M | Buy |
172,012
+10,867
| +7% | +$939K | 7.64% | 3 |
|
|
2020
Q3 | $13.9M | Buy |
161,145
+8,863
| +6% | +$767K | 7.88% | 2 |
|
|
2020
Q2 | $13.2M | Buy |
152,282
+67,220
| +79% | +$5.82M | 7.92% | 2 |
|
|
2020
Q1 | $7.37M | Buy |
85,062
+10,799
| +15% | +$936K | 5.2% | 7 |
|
|
2019
Q4 | $6.29M | Buy |
74,263
+5,239
| +8% | +$443K | 4.08% | 8 |
|
|
2019
Q3 | $5.86M | Buy |
69,024
+22,839
| +49% | +$1.94M | 4.2% | 8 |
|
|
2019
Q2 | $3.92M | Buy |
46,185
+1,155
| +3% | +$97.9K | 2.95% | 15 |
|
|
2019
Q1 | $3.79M | Buy |
+45,030
| New | +$3.79M | 2.95% | 15 |
|