Hobart Private Capital’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
-4,447
Closed -$383K 124
2021
Q2
$383K Sell
4,447
-562
-11% -$48.4K 0.16% 95
2021
Q1
$432K Buy
5,009
+769
+18% +$66.3K 0.18% 94
2020
Q4
$366K Buy
4,240
+1,602
+61% +$138K 0.16% 105
2020
Q3
$228K Buy
+2,638
New +$228K 0.12% 130