Windsor Wealth 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
2020
Q1
Sell
-2,632
Closed -$223K 190
2019
Q4
$223K Sell
2,632
-1,024
-28% -$86.8K 0.08% 176
2019
Q3
$310K Sell
3,656
-32
-0.9% -$2.71K 0.14% 144
2019
Q2
$312K Buy
+3,688
New +$312K 0.14% 147