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First Ascent Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First Ascent Asset Management’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,540
Closed -$307K – 31
2020
Q2 		$307K Sell
3,540
-4,970
-58% -$431K 0.22% 29
2020
Q1 		$738K Sell
8,510
-38
-0.4% -$3.3K 0.51% 22
2019
Q4 		$723K Buy
+8,548
New +$723K 0.44% 23