Stone Asset 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
Q3
Sell
-2,532
Closed -$210K 47
2022
Q2
$210K Buy
2,532
+4
+0.2% +$332 0.13% 47
2022
Q1
$211K Sell
2,528
-1,619
-39% -$135K 0.12% 45
2021
Q4
$355K Buy
+4,147
New +$355K 0.21% 35