Legacy Wealth Partners’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
2020
Q2
Sell
-108,842
Closed -$9.43M 112
2020
Q1
$9.43M Buy
108,842
+93,461
+608% +$8.1M 8.78% 1
2019
Q4
$1.3M Buy
+15,381
New +$1.3M 0.95% 25