Highview Capital 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
2023
Q4
Sell
-2,581
Closed -$209K 112
2023
Q3
$209K Buy
+2,581
New +$209K 0.12% 102
2023
Q2
Sell
-2,586
Closed -$212K 102
2023
Q1
$212K Sell
2,586
-775
-23% -$63.7K 0.12% 97
2022
Q4
$273K Sell
3,361
-133,328
-98% -$10.8M 0.17% 94
2022
Q3
$11.1M Buy
136,689
+12,879
+10% +$1.05M 8.23% 1
2022
Q2
$10.3M Buy
+123,810
New +$10.3M 7.88% 2