AJ Wealth Strategies’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
Q2
$432K Buy
5,329
+705
+15% +$57.2K 0.02% 195
2023
Q1
$380K Sell
4,624
-27
-0.6% -$2.22K 0.02% 208
2022
Q4
$378K Buy
+4,651
New +$378K 0.02% 207