Bernardo Wealth Planning’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
2021
Q2
Sell
-11,153
Closed -$961K 82
2021
Q1
$961K Buy
11,153
+1,032
+10% +$88.9K 0.61% 29
2020
Q4
$874K Buy
+10,121
New +$874K 0.34% 60