Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,449
| Closed | -$207K | – | 871 |
|
|
2019
Q4 | $207K | Sell |
2,449
-93,423
| -97% | -$7.9M | 0.1% | 198 |
|
|
2019
Q3 | $8.29M | Buy |
95,872
+95,293
| +16,458% | +$8.24M | 4.24% | 3 |
|
|
2019
Q2 | $49K | Buy |
579
+491
| +558% | +$41.6K | 0.03% | 349 |
|
|
2019
Q1 | $7K | Hold |
88
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $7K | Hold |
88
| – | – | 0.01% | 523 |
|
|
2018
Q3 | $7K | Sell |
88
-372
| -81% | -$29.6K | 0.01% | 558 |
|
|
2018
Q2 | $38K | Buy |
+460
| New | +$38K | 0.03% | 382 |
|