TKG 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
2023
Q1
Sell
-139,049
Closed -$11.3M 107
2022
Q4
$11.3M Buy
139,049
+23,136
+20% +$1.88M 7.43% 2
2022
Q3
$9.41M Buy
115,913
+34,182
+42% +$2.78M 7.46% 2
2022
Q2
$6.77M Buy
+81,731
New +$6.77M 5.82% 2