Rowland Carmichael Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$263K	Hold	3,047	–	–	0.08%	249
2020 Q3	$264K	Buy	3,047 +70	+2%	+$6.06K	0.1%	219
2020 Q2	$258K	Buy	2,977 +452	+18%	+$39.1K	0.11%	214
2020 Q1	$219K	Sell	2,525 -2,273	-47%	-$194K	0.11%	220
2019 Q4	$406K	Buy	4,798 +7	+0.1%	+$593	0.14%	175
2019 Q3	$406K	Sell	4,791 -326	-6%	-$27.6K	0.14%	172
2019 Q2	$434K	Sell	5,117 -3,017	-37%	-$254K	0.15%	158
2019 Q1	$684K	Buy	8,134 +7,483	+1,149%	+$626K	0.25%	114
2018 Q4	$54K	Hold	651	–	–	0.02%	255
2018 Q3	$54K	Hold	651	–	–	0.02%	304
2018 Q2	$54K	Hold	651	–	–	0.02%	309
2018 Q1	$54K	Sell	651 -29	-4%	-$2.42K	0.03%	276
2017 Q4	$57K	Hold	680	–	–	0.03%	283
2017 Q3	$57K	Hold	680	–	–	0.03%	258
2017 Q2	$57K	Sell	680 -138	-17%	-$11.7K	0.03%	252
2017 Q1	$69K	Buy	818 +120	+17%	+$10.1K	0.04%	245
2016 Q4	$59K	Hold	698	–	–	0.03%	257
2016 Q3	$59K	Hold	698	–	–	0.04%	247
2016 Q2	$60K	Hold	698	–	–	0.04%	254
2016 Q1	$59K	Buy	+698	New	+$59.2K	0.05%	167