PWM
SHY icon

PBMares Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PBMares Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,212
Closed -$711K – 114
2020
Q2 		$711K Hold
8,212
– – 1.07% 29
2020
Q1 		$712K Buy
+8,212
New +$712K 1.12% 26