WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $33K | Sell |
390
-185
| -32% | -$15.7K | 0.01% | 820 |
|
|
2017
Q1 | $49K | Sell |
575
-400
| -41% | -$34.1K | 0.01% | 659 |
|
|
2016
Q4 | $82K | Sell |
975
-378
| -28% | -$31.8K | 0.02% | 581 |
|
|
2016
Q3 | $115K | Sell |
1,353
-42
| -3% | -$3.57K | 0.03% | 486 |
|
|
2016
Q2 | $119K | Buy |
1,395
+278
| +25% | +$23.7K | 0.03% | 459 |
|
|
2016
Q1 | $95K | Sell |
1,117
-35
| -3% | -$2.98K | 0.03% | 482 |
|
|
2015
Q4 | $97K | Sell |
1,152
-510
| -31% | -$42.9K | 0.03% | 476 |
|
|
2015
Q3 | $141K | Buy |
1,662
+751
| +82% | +$63.7K | 0.04% | 373 |
|
|
2015
Q2 | $77K | Sell |
911
-699
| -43% | -$59.1K | 0.02% | 607 |
|
|
2015
Q1 | $137K | Sell |
1,610
-50
| -3% | -$4.26K | 0.04% | 445 |
|
|
2014
Q4 | $140K | Sell |
1,660
-3,276
| -66% | -$276K | 0.03% | 544 |
|
|
2014
Q3 | $417K | Sell |
4,936
-730
| -13% | -$61.7K | 0.08% | 293 |
|
|
2014
Q2 | $479K | Buy |
5,666
+735
| +15% | +$62.1K | 0.09% | 263 |
|
|
2014
Q1 | $416K | Sell |
4,931
-5,771
| -54% | -$487K | 0.08% | 274 |
|
|
2013
Q4 | $903K | Sell |
10,702
-275
| -3% | -$23.2K | 0.13% | 182 |
|
|
2013
Q3 | $927K | Sell |
10,977
-1,070
| -9% | -$90.4K | 0.14% | 166 |
|
|
2013
Q2 | $1.02M | Buy |
+12,047
| New | +$1.02M | 0.17% | 150 |
|