R.M. Davis Inc’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
-2,800
Closed -$227K 277
2022
Q4
$227K Hold
2,800
0.01% 254
2022
Q3
$227K Hold
2,800
0.01% 246
2022
Q2
$232K Sell
2,800
-15
-0.5% -$1.24K 0.01% 243
2022
Q1
$235K Buy
+2,815
New +$235K 0.01% 259