WealthTrust 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
2023
Q3
Sell
-49,711
Closed -$4.03M 81
2023
Q2
$4.03M Buy
+49,711
New +$4.03M 3.66% 7
2022
Q2
Sell
-4,227
Closed -$352K 88
2022
Q1
$352K Buy
4,227
+1,050
+33% +$87.4K 0.25% 52
2021
Q4
$272K Buy
+3,177
New +$272K 0.18% 62