McGowan Group Asset 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
2023
Q4
Sell
-133,201
Closed -$10.8M 134
2023
Q3
$10.8M Buy
133,201
+117,252
+735% +$9.49M 1.7% 20
2023
Q2
$1.29M Sell
15,949
-1,786
-10% -$145K 0.2% 53
2023
Q1
$1.46M Buy
17,735
+166
+0.9% +$13.6K 0.23% 48
2022
Q4
$1.43M Buy
17,569
+8,875
+102% +$720K 0.23% 46
2022
Q3
$706K Buy
+8,694
New +$706K 0.12% 57