TFO Wealth Partners’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
Q2 | – | Sell |
-1,171
| Closed | -$101K | – | 173 |
|
|
2021
Q1 | $101K | Hold |
1,171
| – | – | 0.03% | 51 |
|
|
2020
Q4 | $101K | Hold |
1,171
| – | – | 0.03% | 36 |
|
|
2020
Q3 | $101K | Hold |
1,171
| – | – | 0.04% | 39 |
|
|
2020
Q2 | $101K | Hold |
1,171
| – | – | 0.04% | 39 |
|
|
2020
Q1 | $101K | Buy |
+1,171
| New | +$101K | 0.04% | 44 |
|