Wealthspire Advisors (Maryland)’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
Q3 | $3.9M | Buy |
45,034
+42,428
| +1,628% | +$3.67M | 0.14% | 82 |
|
|
2020
Q2 | $226K | Buy |
+2,606
| New | +$226K | 0.02% | 395 |
|
|
2019
Q2 | – | Sell |
-1,648
| Closed | -$139K | – | 1778 |
|
|
2019
Q1 | $139K | Hold |
1,648
| – | – | 0.01% | 536 |
|
|
2018
Q4 | $138K | Hold |
1,648
| – | – | 0.01% | 508 |
|
|
2018
Q3 | $137K | Hold |
1,648
| – | – | 0.01% | 566 |
|
|
2018
Q2 | $137K | Sell |
1,648
-200
| -11% | -$16.6K | 0.01% | 582 |
|
|
2018
Q1 | $154K | Hold |
1,848
| – | – | 0.01% | 555 |
|
|
2017
Q4 | $155K | Buy |
1,848
+158
| +9% | +$13.3K | 0.02% | 569 |
|
|
2017
Q3 | $143K | Hold |
1,690
| – | – | 0.02% | 583 |
|
|
2017
Q2 | $143K | Buy |
1,690
+200
| +13% | +$16.9K | 0.02% | 561 |
|
|
2017
Q1 | $126K | Hold |
1,490
| – | – | 0.02% | 516 |
|
|
2016
Q4 | $126K | Hold |
1,490
| – | – | 0.02% | 501 |
|
|
2016
Q3 | $127K | Hold |
1,490
| – | – | 0.02% | 504 |
|
|
2016
Q2 | $127K | Hold |
1,490
| – | – | 0.02% | 483 |
|
|
2016
Q1 | $127K | Sell |
1,490
-880
| -37% | -$75K | 0.02% | 472 |
|
|
2015
Q4 | $200K | Buy |
+2,370
| New | +$200K | 0.04% | 359 |
|