CPWM LLC’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
Q1
Sell
-3,165
Closed -$273K 340
2020
Q4
$273K Sell
3,165
-1,150
-27% -$99.2K 0.02% 261
2020
Q3
$373K Buy
4,315
+1,739
+68% +$150K 0.04% 207
2020
Q2
$223K Buy
+2,576
New +$223K 0.03% 241