Legacy Wealth Planning’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 Q4	–	Sell	-2,372	Closed	-$205K	–	88
2020 Q3	$205K	Sell	2,372 -212	-8%	-$18.3K	0.23%	71
2020 Q2	$224K	Buy	2,584 +158	+7%	+$13.7K	0.27%	63
2020 Q1	$210K	Sell	2,426 -336	-12%	-$29.1K	0.34%	62
2019 Q4	$234K	Buy	+2,762	New	+$234K	0.27%	66