Wellesley Investment Partners’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
2020
Q3
$22M Buy
254,039
+2,806
+1% +$243K 7.51% 6
2020
Q2
$21.8M Buy
251,233
+64,309
+34% +$5.57M 7.69% 6
2020
Q1
$16.2M Buy
+186,924
New +$16.2M 6.44% 6