Novare 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
2023
Q1
Sell
-35,520
Closed -$2.88M 179
2022
Q4
$2.88M Hold
35,520
0.34% 77
2022
Q3
$2.89M Sell
35,520
-11
-0% -$893 0.37% 78
2022
Q2
$2.94M Buy
35,531
+3,911
+12% +$324K 0.36% 76
2022
Q1
$2.64M Buy
+31,620
New +$2.64M 0.28% 80