Sage Investment Advisers’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
2022
Q3
Sell
-3,000
Closed -$248K 63
2022
Q2
$248K Hold
3,000
0.39% 54
2022
Q1
$250K Hold
3,000
0.33% 59
2021
Q4
$257K Buy
+3,000
New +$257K 0.33% 61