Adams 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
2023
Q3
Sell
-3,397
Closed -$275K 99
2023
Q2
$275K Sell
3,397
-309
-8% -$25.1K 0.09% 88
2023
Q1
$304K Buy
+3,706
New +$304K 0.1% 90
2020
Q4
Sell
-1
Closed 287
2020
Q3
$0 Buy
+1
New ﹤0.01% 362