San Francisco Sentry Investment Group’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
Q2 | $16K | Sell |
188
-120
| -39% | -$10.2K | 0.01% | 490 |
|
|
2021
Q1 | $27K | Hold |
308
| – | – | 0.01% | 457 |
|
|
2020
Q4 | $27K | Sell |
308
-29,543
| -99% | -$2.59M | 0.01% | 432 |
|
|
2020
Q3 | $2.58M | Hold |
29,851
| – | – | 1.32% | 13 |
|
|
2020
Q2 | $2.59M | Hold |
29,851
| – | – | 1.37% | 12 |
|
|
2020
Q1 | $2.59M | Buy |
29,851
+7,908
| +36% | +$685K | 1.64% | 12 |
|
|
2019
Q4 | $1.86M | Buy |
21,943
+5,885
| +37% | +$498K | 0.83% | 23 |
|
|
2019
Q3 | $1.36M | Buy |
16,058
+760
| +5% | +$64.5K | 0.62% | 41 |
|
|
2019
Q2 | $1.3M | Buy |
15,298
+160
| +1% | +$13.6K | 0.6% | 37 |
|
|
2019
Q1 | $1.27M | Buy |
+15,138
| New | +$1.27M | 0.55% | 36 |
|
|
2013
Q3 | – | Sell |
-360
| Closed | -$30K | – | 675 |
|
|
2013
Q2 | $30K | Buy |
+360
| New | +$30K | 0.01% | 370 |
|