Oak Point Wealth 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
2018
Q1
$1.28M Sell
15,382
-4,743
-24% -$396K 1.31% 23
2017
Q4
$1.69M Buy
+20,125
New +$1.69M 1.67% 17