Vontobel Swiss Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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2019
Q1 | $250K | Sell |
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2018
Q4 | $1.79M | Sell |
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2018
Q3 | $2.21M | Sell |
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2018
Q2 | $2.28M | Sell |
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2018
Q1 | $2.35M | Sell |
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2017
Q4 | $2.4M | Sell |
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|
2017
Q3 | $2.42M | Sell |
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2017
Q2 | $2.59M | Sell |
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2017
Q1 | $2.66M | Sell |
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2016
Q4 | $2.76M | Sell |
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|
2016
Q3 | $2.86M | Sell |
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2016
Q2 | $2.62M | Sell |
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2016
Q1 | $3.03M | Sell |
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|
2015
Q4 | $3.03M | Sell |
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2015
Q3 | $4.15M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4.09M | Buy |
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