West Oak Capital’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
2014
Q3
Sell
-845
Closed -$71.5K 313
2014
Q2
$71.5K Sell
845
-40
-5% -$3.38K 0.05% 134
2014
Q1
$74.7K Sell
885
-100
-10% -$8.45K 0.05% 131
2013
Q4
$83.1K Sell
985
-80
-8% -$6.75K 0.06% 125
2013
Q3
$90K Buy
+1,065
New +$90K 0.07% 121