Alpha Financial Partners’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	-62,033	Closed	-$5.02M	–	91
2023 Q3	$5.02M	Sell	62,033 -2,264	-4%	-$183K	5.83%	3
2023 Q2	$5.21M	Sell	64,297 -40,707	-39%	-$3.3M	5.55%	3
2023 Q1	$8.63M	Buy	105,004 +23,266	+28%	+$1.91M	9.7%	2
2022 Q4	$6.63M	Buy	+81,738	New	+$6.63M	8.04%	2