Sullivan, Bruyette, Speros & Blaney’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
Q1 | $927K | Buy |
10,743
+2,550
| +31% | +$220K | 0.04% | 122 |
|
|
2020
Q4 | $708K | Buy |
8,193
+26
| +0.3% | +$2.25K | 0.03% | 136 |
|
|
2020
Q3 | $707K | Sell |
8,167
-38
| -0.5% | -$3.29K | 0.04% | 123 |
|
|
2020
Q2 | $711K | Hold |
8,205
| – | – | 0.04% | 112 |
|
|
2020
Q1 | $711K | Buy |
8,205
+2,541
| +45% | +$220K | 0.05% | 100 |
|
|
2019
Q4 | $479K | Sell |
5,664
-590
| -9% | -$49.9K | 0.03% | 145 |
|
|
2019
Q3 | $530K | Hold |
6,254
| – | – | 0.03% | 129 |
|
|
2019
Q2 | $530K | Hold |
6,254
| – | – | 0.03% | 121 |
|
|
2019
Q1 | $526K | Hold |
6,254
| – | – | 0.03% | 118 |
|
|
2018
Q4 | $523K | Buy |
+6,254
| New | +$523K | 0.04% | 106 |
|