Stearns Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-798
| Closed | -$67K | – | 224 |
|
|
2019
Q4 | $67K | Buy |
+798
| New | +$67K | 0.01% | 153 |
|
|
2019
Q3 | – | Sell |
-547
| Closed | -$46K | – | 184 |
|
|
2019
Q2 | $46K | Buy |
547
+3
| +0.6% | +$252 | 0.01% | 145 |
|
|
2019
Q1 | $46K | Buy |
544
+2
| +0.4% | +$169 | 0.01% | 147 |
|
|
2018
Q4 | $45K | Buy |
542
+301
| +125% | +$25K | 0.01% | 147 |
|
|
2018
Q3 | $20K | Buy |
+241
| New | +$20K | ﹤0.01% | 157 |
|