Wealthstreet Investment 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
2021
Q2
Sell
-4,546
Closed -$392K 280
2021
Q1
$392K Buy
4,546
+1,718
+61% +$148K 0.04% 284
2020
Q4
$244K Buy
2,828
+5
+0.2% +$431 0.02% 321
2020
Q3
$244K Buy
+2,823
New +$244K 0.03% 297