Vericrest Private Wealth’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
$374K Sell
4,520
-207
-4% -$17.1K 0.46% 33
2022
Q1
$394K Buy
4,727
+222
+5% +$18.5K 0.41% 34
2021
Q4
$385K Buy
+4,505
New +$385K 0.36% 35