Selective Wealth 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
2022
Q4
$376K Sell
4,598
-9,152
-67% -$748K 0.2% 70
2022
Q3
$1.12M Sell
13,750
-1,720
-11% -$140K 0.48% 34
2022
Q2
$1.28M Buy
15,470
+4,848
+46% +$401K 0.46% 38
2022
Q1
$885K Buy
+10,622
New +$885K 0.32% 42