SWM
Segment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-14,882
| Closed | -$1.26M | – | 181 |
|
|
2014
Q2 | $1.26M | Buy |
14,882
+158
| +1% | +$13.4K | 0.49% | 64 |
|
|
2014
Q1 | $1.24M | Sell |
14,724
-522
| -3% | -$44.1K | 0.58% | 60 |
|
|
2013
Q4 | $1.29M | Buy |
15,246
+139
| +0.9% | +$11.7K | 0.63% | 58 |
|
|
2013
Q3 | $1.28M | Sell |
15,107
-612
| -4% | -$51.7K | 0.69% | 46 |
|
|
2013
Q2 | $1.33M | Buy |
+15,719
| New | +$1.33M | 0.79% | 39 |
|