Arcadia Wealth Management (New Hampshire)’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
Sell
-9,712
Closed -$798K 65
2023
Q1
$798K Sell
9,712
-1,123
-10% -$92.3K 0.66% 26
2022
Q4
$879K Buy
+10,835
New +$879K 0.77% 25