Affinity Wealth Management’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
2016
Q1
Sell
-3,118
Closed -$263K 52
2015
Q4
$263K Sell
3,118
-684
-18% -$57.7K 0.17% 32
2015
Q3
$323K Sell
3,802
-1,943
-34% -$165K 0.32% 24
2015
Q2
$487K Sell
5,745
-32,450
-85% -$2.75M 0.32% 23
2015
Q1
$3.24M Buy
+38,195
New +$3.24M 1.91% 14