TWA
Tillar-Wenstrup Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-166,179
| Closed | -$14.4M | – | 35 |
|
|
2020
Q1 | $14.4M | Buy |
166,179
+106,618
| +179% | +$9.24M | 13.37% | 2 |
|
|
2019
Q4 | $5.04M | Sell |
59,561
-12,150
| -17% | -$1.03M | 2.82% | 10 |
|
|
2019
Q3 | $6.08M | Sell |
71,711
-2,826
| -4% | -$240K | 3.53% | 10 |
|
|
2019
Q2 | $6.32M | Sell |
74,537
-346
| -0.5% | -$29.3K | 3.56% | 11 |
|
|
2019
Q1 | $6.3M | Buy |
74,883
+12,132
| +19% | +$1.02M | 3.62% | 13 |
|
|
2018
Q4 | $5.25M | Buy |
62,751
+54,340
| +646% | +$4.54M | 3.46% | 11 |
|
|
2018
Q3 | $699K | Buy |
+8,411
| New | +$699K | 0.38% | 47 |
|