Sowa Financial 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
Q3 | – | Sell |
-3,393
| Closed | -$292K | – | 71 |
|
|
2021
Q2 | $292K | Sell |
3,393
-1,117
| -25% | -$96.1K | 0.22% | 57 |
|
|
2021
Q1 | $389K | Sell |
4,510
-214
| -5% | -$18.5K | 0.27% | 47 |
|
|
2020
Q4 | $408K | Sell |
4,724
-443
| -9% | -$38.3K | 0.27% | 42 |
|
|
2020
Q3 | $447K | Sell |
5,167
-297
| -5% | -$25.7K | 0.32% | 40 |
|
|
2020
Q2 | $473K | Buy |
5,464
+1
| +0% | +$87 | 0.36% | 37 |
|
|
2020
Q1 | $473K | Buy |
5,463
+169
| +3% | +$14.6K | 0.42% | 37 |
|
|
2019
Q4 | $448K | Buy |
+5,294
| New | +$448K | 0.36% | 39 |
|