Texas Capital Bank Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,518
| Closed | -$217K | – | 161 |
|
|
2021
Q3 | $217K | Buy |
2,518
+18
| +0.7% | +$1.55K | 0.02% | 138 |
|
|
2021
Q2 | $215K | Buy |
+2,500
| New | +$215K | 0.03% | 135 |
|
|
2020
Q3 | – | Sell |
-9,284
| Closed | -$804K | – | 162 |
|
|
2020
Q2 | $804K | Sell |
9,284
-192
| -2% | -$16.6K | 0.18% | 66 |
|
|
2020
Q1 | $821K | Sell |
9,476
-2,754
| -23% | -$239K | 0.23% | 63 |
|
|
2019
Q4 | $1.04M | Buy |
+12,230
| New | +$1.04M | 0.23% | 69 |
|