Keystone Financial Group (Kentucky)’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
Q1
Sell
-4,519
Closed -$390K 291
2020
Q4
$390K Buy
4,519
+124
+3% +$10.7K 0.08% 161
2020
Q3
$380K Hold
4,395
0.09% 154
2020
Q2
$381K Sell
4,395
-462
-10% -$40.1K 0.1% 148
2020
Q1
$421K Buy
+4,857
New +$421K 0.14% 124