Smith Shellnut Wilson’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
Q3 | – | Sell |
-1,363
| Closed | -$117K | – | 173 |
|
|
2021
Q2 | $117K | Hold |
1,363
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $118K | Sell |
1,363
-33
| -2% | -$2.86K | 0.07% | 135 |
|
|
2020
Q4 | $121K | Buy |
1,396
+1,275
| +1,054% | +$111K | 0.07% | 136 |
|
|
2020
Q3 | $1.4K | Sell |
121
-2,650
| -96% | -$30.6K | 0.52% | 29 |
|
|
2020
Q2 | $240K | Buy |
2,771
+191
| +7% | +$16.5K | 0.17% | 98 |
|
|
2020
Q1 | $224K | Buy |
2,580
+2,280
| +760% | +$198K | 0.19% | 91 |
|
|
2019
Q4 | $25K | Hold |
300
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $25K | Hold |
300
| – | – | 0.02% | 124 |
|
|
2019
Q2 | $25K | Buy |
+300
| New | +$25K | 0.02% | 123 |
|