Oakwell Private 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
2021 Q3	–	Sell	-3,355	Closed	-$289K	–	68
2021 Q2	$289K	Sell	3,355 -912	-21%	-$78.6K	0.19%	52
2021 Q1	$368K	Sell	4,267 -183	-4%	-$15.8K	0.26%	47
2020 Q4	$384K	Buy	+4,450	New	+$384K	0.3%	42