Beacon Pointe Wealth 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
2019
Q4
$224K Sell
2,630
-6,560
-71% -$559K 0.04% 243
2019
Q3
$783K Buy
9,190
+759
+9% +$64.7K 0.16% 116
2019
Q2
$715K Buy
8,431
+806
+11% +$68.4K 0.15% 128
2019
Q1
$642K Buy
+7,625
New +$642K 0.15% 128