WS
Wela Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100,411
| Closed | -$8.4M | – | 38 |
|
|
2018
Q4 | $8.4M | Buy |
100,411
+2,211
| +2% | +$185K | 6.33% | 6 |
|
|
2018
Q3 | $8.16M | Buy |
98,200
+9,473
| +11% | +$787K | 5.75% | 6 |
|
|
2018
Q2 | $7.4M | Buy |
88,727
+6,054
| +7% | +$505K | 5.51% | 7 |
|
|
2018
Q1 | $6.91M | Sell |
82,673
-959
| -1% | -$80.1K | 5.53% | 7 |
|
|
2017
Q4 | $7.01M | Buy |
83,632
+2,025
| +2% | +$170K | 5.52% | 5 |
|
|
2017
Q3 | $6.89M | Buy |
81,607
+9,845
| +14% | +$831K | 6.47% | 5 |
|
|
2017
Q2 | $6.06M | Buy |
71,762
+2,158
| +3% | +$182K | 5.56% | 6 |
|
|
2017
Q1 | $5.88M | Buy |
+69,604
| New | +$5.88M | 5.77% | 6 |
|