Alera Investment Advisors’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
2024 Q3	$1.05M	Buy	12,631 +812	+7%	+$67.5K	0.12%	77
2024 Q2	$965K	Buy	+11,819	New	+$965K	0.12%	78
2019 Q2	–	Sell	-152	Closed	-$13K	–	840
2019 Q1	$13K	Buy	152 +99	+187%	+$8.47K	0.01%	405
2018 Q4	$4K	Buy	+53	New	+$4K	﹤0.01%	652