CMH 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
2023
Q2
Sell
-13,232
Closed -$1.09M 48
2023
Q1
$1.09M Sell
13,232
-206
-2% -$16.9K 0.31% 45
2022
Q4
$1.09M Sell
13,438
-77
-0.6% -$6.25K 0.35% 47
2022
Q3
$1.1M Buy
+13,515
New +$1.1M 0.4% 46