Destiny Wealth Partners’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
Q3
Sell
-3,460
Closed -$298K 520
2021
Q2
$298K Sell
3,460
-3,458
-50% -$298K 0.06% 159
2021
Q1
$597K Sell
6,918
-337
-5% -$29.1K 0.12% 93
2020
Q4
$627K Buy
+7,255
New +$627K 0.13% 92