American Planning Services’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
Q1
Sell
-3,900
Closed -$317K 33
2022
Q4
$317K Buy
3,900
+3,896
+97,400% +$316K 0.32% 19
2022
Q3
$300 Buy
+4
New +$300 0.37% 18