Sanford Advisory Services’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
2021
Q4
Sell
-8,461
Closed -$729K 113
2021
Q3
$729K Sell
8,461
-2,820
-25% -$243K 0.18% 49
2021
Q2
$972K Sell
11,281
-7,147
-39% -$616K 0.25% 40
2021
Q1
$1.59M Hold
18,428
0.44% 25
2020
Q4
$1.59M Buy
+18,428
New +$1.59M 0.51% 21