Custom Portfolio Group’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
2024
Q2
$219K Sell
2,677
-2,408
-47% -$197K 0.17% 45
2024
Q1
$416K Hold
5,085
0.34% 31
2023
Q4
$365K Buy
+5,085
New +$365K 0.32% 28