Castle Rock 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
2020
Q3
Sell
-18,264
Closed -$1.58M 210
2020
Q2
$1.58M Buy
18,264
+9,507
+109% +$823K 0.93% 24
2020
Q1
$759K Buy
+8,757
New +$759K 0.65% 34