Meristem Family Wealth’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
Q3
Sell
-10,262
Closed -$884K 423
2021
Q2
$884K Buy
+10,262
New +$884K 0.14% 103
2019
Q2
Sell
-12,825
Closed -$1.08M 180
2019
Q1
$1.08M Buy
12,825
+3,325
+35% +$280K 0.36% 43
2018
Q4
$794K Buy
+9,500
New +$794K 0.29% 46