Sage Mountain Advisors’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
Q2
Sell
-9,500
Closed -$777K 440
2024
Q1
$777K Hold
9,500
0.08% 115
2023
Q4
$779K Buy
+9,500
New +$779K 0.09% 98
2021
Q4
Sell
-874
Closed -$75K 698
2021
Q3
$75K Buy
+874
New +$75K 0.01% 502