TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $138K | Sell |
1,589
-365
| -19% | -$31.7K | 0.06% | 170 |
|
|
2020
Q1 | $169K | Hold |
1,954
| – | – | 0.08% | 133 |
|
|
2019
Q4 | $165K | Buy |
1,954
+6
| +0.3% | +$507 | 0.07% | 156 |
|
|
2019
Q3 | $165K | Buy |
1,948
+5
| +0.3% | +$424 | 0.07% | 149 |
|
|
2019
Q2 | $165K | Buy |
1,943
+7
| +0.4% | +$594 | 0.07% | 150 |
|
|
2019
Q1 | $163K | Buy |
1,936
+369
| +24% | +$31.1K | 0.08% | 149 |
|
|
2018
Q4 | $131K | Sell |
1,567
-56
| -3% | -$4.68K | 0.07% | 161 |
|
|
2018
Q3 | $135K | Buy |
1,623
+5
| +0.3% | +$416 | 0.06% | 172 |
|
|
2018
Q2 | $135K | Buy |
1,618
+68
| +4% | +$5.67K | 0.06% | 167 |
|
|
2018
Q1 | $130K | Hold |
1,550
| – | – | 0.07% | 165 |
|
|
2017
Q4 | $130K | Buy |
+1,550
| New | +$130K | 0.06% | 181 |
|