Sunflower Bank Wealth Management’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
Q3 | $453K | Sell |
5,241
-2,620
| -33% | -$226K | 0.15% | 71 |
|
|
2020
Q2 | $681K | Sell |
7,861
-1,765
| -18% | -$153K | 0.23% | 59 |
|
|
2020
Q1 | $834K | Sell |
9,626
-1,095
| -10% | -$94.9K | 0.32% | 51 |
|
|
2019
Q4 | $907K | Sell |
10,721
-5,549
| -34% | -$469K | 0.28% | 53 |
|
|
2019
Q3 | $1.38M | Sell |
16,270
-1,530
| -9% | -$130K | 0.44% | 35 |
|
|
2019
Q2 | $1.51M | Sell |
17,800
-1,135
| -6% | -$96.2K | 0.49% | 32 |
|
|
2019
Q1 | $1.59M | Sell |
18,935
-233
| -1% | -$19.6K | 0.48% | 34 |
|
|
2018
Q4 | $1.6M | Sell |
19,168
-2,225
| -10% | -$186K | 0.51% | 33 |
|
|
2018
Q3 | $1.78M | Sell |
21,393
-525
| -2% | -$43.6K | 0.5% | 32 |
|
|
2018
Q2 | $1.83M | Sell |
21,918
-54,720
| -71% | -$4.56M | 0.53% | 32 |
|
|
2018
Q1 | $6.4M | Sell |
76,638
-26,920
| -26% | -$2.25M | 1.77% | 11 |
|
|
2017
Q4 | $8.68M | Sell |
103,558
-595
| -0.6% | -$49.9K | 2.34% | 9 |
|
|
2017
Q3 | $8.8M | Buy |
104,153
+1,075
| +1% | +$90.8K | 3.18% | 5 |
|
|
2017
Q2 | $8.71M | Sell |
103,078
-6,775
| -6% | -$572K | 2.96% | 5 |
|
|
2017
Q1 | $9.28M | Sell |
109,853
-10,290
| -9% | -$870K | 3.16% | 5 |
|
|
2016
Q4 | $10.1M | Sell |
120,143
-3,744
| -3% | -$316K | 3.62% | 5 |
|
|
2016
Q3 | $10.5M | Sell |
123,887
-2,842
| -2% | -$242K | 3.85% | 5 |
|
|
2016
Q2 | $10.8M | Sell |
126,729
-636
| -0.5% | -$54.3K | 3.79% | 6 |
|
|
2016
Q1 | $10.8M | Buy |
127,365
+280
| +0.2% | +$23.8K | 3.87% | 6 |
|
|
2015
Q4 | $10.7M | Buy |
127,085
+5,295
| +4% | +$447K | 3.76% | 6 |
|
|
2015
Q3 | $10.4M | Buy |
+121,790
| New | +$10.4M | 3.77% | 6 |
|