TCI Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $199K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $171K | Buy |
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|
2018
Q3 | $169K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $358K | Sell |
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|
2016
Q2 | $361K | Sell |
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|
2016
Q1 | $387K | Hold |
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|
2015
Q4 | $384K | Hold |
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|
2015
Q3 | $387K | Buy |
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|
2015
Q2 | $365K | Sell |
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|
2015
Q1 | $531K | Sell |
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|
2014
Q4 | $549K | Buy |
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|
2014
Q3 | $536K | Buy |
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|
2014
Q2 | $510K | Sell |
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|
2014
Q1 | $527K | Sell |
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|
2013
Q4 | $536K | Sell |
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|
2013
Q3 | $558K | Sell |
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|
2013
Q2 | $652K | Buy |
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