Unio Capital’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
2021
Q1
Sell
-19,086
Closed -$1.65M 57
2020
Q4
$1.65M Sell
19,086
-4,982
-21% -$430K 0.81% 24
2020
Q3
$2.08M Buy
24,068
+7,604
+46% +$657K 1.13% 22
2020
Q2
$1.43M Sell
16,464
-854
-5% -$74K 0.86% 23
2020
Q1
$1.5M Buy
17,318
+2,494
+17% +$216K 1.06% 22
2019
Q4
$1.26M Buy
14,824
+627
+4% +$53.1K 0.74% 21
2019
Q3
$1.2M Sell
14,197
-840
-6% -$71.2K 0.77% 23
2019
Q2
$1.27M Buy
+15,037
New +$1.27M 0.79% 22