TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $138K | Sell |
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|
2020
Q1 | $169K | Hold |
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|
2019
Q4 | $165K | Buy |
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|
2019
Q3 | $165K | Buy |
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|
2019
Q2 | $165K | Buy |
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|
2019
Q1 | $163K | Buy |
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|
2018
Q4 | $131K | Sell |
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|
2018
Q3 | $135K | Buy |
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|
2018
Q2 | $135K | Buy |
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|
2018
Q1 | $130K | Hold |
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|
2017
Q4 | $130K | Buy |
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