Wealthspire Advisors (Maryland)’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
Q3 | $3.9M | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $138K | Hold |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $137K | Sell |
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|
2018
Q1 | $154K | Hold |
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|
2017
Q4 | $155K | Buy |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $126K | Hold |
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|
2016
Q3 | $127K | Hold |
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|
2016
Q2 | $127K | Hold |
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|
2016
Q1 | $127K | Sell |
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|
2015
Q4 | $200K | Buy |
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