Mosaic Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $83K | Buy |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $74K | Sell |
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|
2017
Q3 | $1.16M | Hold |
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|
2017
Q2 | $1.16M | Hold |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $1.21M | Buy |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $1.2M | Sell |
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|
2015
Q4 | $1.5M | Buy |
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