Ridgepath 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
2024
Q4
Sell
-6,655
Closed -$553K 51
2024
Q3
$553K Sell
6,655
-620
-9% -$51.6K 0.44% 27
2024
Q2
$594K Sell
7,275
-1,165
-14% -$95.1K 0.58% 24
2024
Q1
$690K Buy
+8,440
New +$690K 0.78% 23