Affinia Financial Group’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
2023 Q2	$879K	Buy	10,863 +5,708	+111%	+$467K	0.61%	14
2023 Q1	$423K	Sell	5,155 -2,577	-33%	-$210K	0.31%	19
2022 Q4	$630K	Buy	7,732 +730	+10%	+$59.2K	0.54%	14
2022 Q3	$568K	Sell	7,002 -45,547	-87%	-$3.75M	0.64%	11
2022 Q2	$4.34M	Buy	52,549 +5,370	+11%	+$445K	3.65%	5
2022 Q1	$3.92M	Sell	47,179 -121,744	-72%	-$10.3M	3%	5
2021 Q4	$14.4M	Buy	168,923 +5,218	+3%	+$448K	9.34%	5
2021 Q3	$14.1M	Buy	163,705 +4,685	+3%	+$404K	8.98%	5
2021 Q2	$13.7M	Buy	159,020 +2,751	+2%	+$237K	8.27%	6
2021 Q1	$13.5M	Buy	156,269 +13,906	+10%	+$1.2M	8.4%	6
2020 Q4	$12.3M	Buy	142,363 +6,347	+5%	+$548K	8.55%	6
2020 Q3	$11.8M	Buy	136,016 +15,120	+13%	+$1.31M	8.28%	6
2020 Q2	$10.5M	Buy	120,896 +3,405	+3%	+$295K	8.64%	5
2020 Q1	$10.2M	Buy	117,491 +20,119	+21%	+$1.72M	9.45%	5
2019 Q4	$8.24M	Buy	+97,372	New	+$8.25M	5.38%	4