9258 Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$449K Sell
2021
Q3
$564K Hold
2021
Q2
$564K Buy
2021
Q1
$557K Buy
2020
Q4
$547K Hold
2020
Q3
$548K Buy
2020
Q2
$399K Buy
2020
Q1
$289K Buy