Bruderman Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,108	Closed	-$961K	–	110
2020 Q3	$961K	Buy	11,108 +367	+3%	+$31.8K	0.32%	69
2020 Q2	$929K	Buy	10,741 +1,990	+23%	+$172K	0.31%	69
2020 Q1	$758K	Buy	8,751 +2,436	+39%	+$208K	0.3%	63
2019 Q4	$535K	Buy	6,315 +1,366	+28%	+$116K	0.17%	82
2019 Q3	$419K	Buy	+4,949	New	+$419K	0.11%	92
2017 Q3	–	Sell	-1,185	Closed	-$100K	–	284
2017 Q2	$100K	Buy	+1,185	New	+$100K	0.03%	156
2017 Q1	–	Sell	-1,185	Closed	-$100K	–	278
2016 Q4	$100K	Hold	1,185	–	–	0.03%	151
2016 Q3	$101K	Hold	1,185	–	–	0.03%	157
2016 Q2	$101K	Hold	1,185	–	–	0.03%	158
2016 Q1	$101K	Hold	1,185	–	–	0.04%	148
2015 Q4	$100K	Hold	1,185	–	–	0.04%	156
2015 Q3	$101K	Hold	1,185	–	–	0.04%	148
2015 Q2	$101K	Hold	1,185	–	–	0.04%	150
2015 Q1	$101K	Buy	+1,185	New	+$100K	0.04%	152