Stegent Equity 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
Q3
Sell
-39,305
Closed -$3.25M 70
2022
Q2
$3.25M Sell
39,305
-11,968
-23% -$990K 4.22% 4
2022
Q1
$4.27M Buy
+51,273
New +$4.27M 3.6% 6