Steel Grove Capital 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
2022
Q2
Sell
-99,898
Closed -$8.33M 153
2022
Q1
$8.33M Sell
99,898
-43,503
-30% -$3.63M 1.31% 11
2021
Q4
$12.3M Buy
143,401
+135,803
+1,787% +$11.6M 2.42% 7
2021
Q3
$655K Buy
7,598
+1,921
+34% +$166K 0.15% 81
2021
Q2
$489K Buy
+5,677
New +$489K 0.13% 92