Verity 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
Q1
$425K Buy
+5,095
New +$425K 0.27% 118
2021
Q3
Sell
-3,581
Closed -$309K 229
2021
Q2
$309K Sell
3,581
-1,077
-23% -$92.9K 0.17% 154
2021
Q1
$402K Buy
+4,658
New +$402K 0.24% 122
2020
Q3
Sell
-3,112
Closed -$270K 148
2020
Q2
$270K Buy
+3,112
New +$270K 0.25% 97