Gupta 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
2016
Q1
$17K Hold
200
﹤0.01% 711
2015
Q4
$17K Sell
200
-757
-79% -$64.3K ﹤0.01% 712
2015
Q3
$81K Sell
957
-386
-29% -$32.7K 0.02% 372
2015
Q2
$114K Buy
1,343
+1,143
+572% +$97K 0.03% 328
2015
Q1
$17K Buy
+200
New +$17K 0.01% 641