LCM 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
2022
Q3
Sell
-2,633
Closed -$218K 89
2022
Q2
$218K Sell
2,633
-2,000
-43% -$166K 0.21% 74
2022
Q1
$386K Hold
4,633
0.31% 53
2021
Q4
$396K Hold
4,633
0.31% 53
2021
Q3
$399K Buy
+4,633
New +$399K 0.34% 52
2021
Q2
Sell
-3,405
Closed -$294K 87
2021
Q1
$294K Buy
+3,405
New +$294K 0.26% 61