Intercontinental Wealth Advisors’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
Q2
$3.04M Sell
37,459
-6,340
-14% -$514K 0.73% 20
2023
Q1
$3.6M Buy
+43,799
New +$3.6M 0.92% 16