Abacus Planning Group’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
Q4
Sell
-4,745
Closed -$384K 209
2023
Q3
$384K Sell
4,745
-91
-2% -$7.37K 0.09% 119
2023
Q2
$392K Sell
4,836
-91
-2% -$7.38K 0.09% 119
2023
Q1
$405K Sell
4,927
-328
-6% -$26.9K 0.1% 113
2022
Q4
$427K Buy
5,255
+69
+1% +$5.6K 0.12% 110
2022
Q3
$421K Buy
+5,186
New +$421K 0.13% 105