Smith Hayes Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $716K | Hold |
8,420
| – | – | 0.15% | 167 |
|
|
2015
Q4 | $710K | Hold |
8,420
| – | – | 0.15% | 165 |
|
|
2015
Q3 | $716K | Hold |
8,420
| – | – | 0.16% | 159 |
|
|
2015
Q2 | $715K | Hold |
8,420
| – | – | 0.14% | 162 |
|
|
2015
Q1 | $715K | Hold |
8,420
| – | – | 0.14% | 169 |
|
|
2014
Q4 | $711K | Buy |
8,420
+800
| +10% | +$67.6K | 0.15% | 166 |
|
|
2014
Q3 | $644K | Buy |
7,620
+200
| +3% | +$16.9K | 0.15% | 159 |
|
|
2014
Q2 | $627K | Buy |
7,420
+800
| +12% | +$67.6K | 0.15% | 158 |
|
|
2014
Q1 | $559K | Buy |
+6,620
| New | +$559K | 0.14% | 166 |
|