Atlas Financial 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
2023
Q4
Sell
-309,117
Closed -$25M 41
2023
Q3
$25M Buy
309,117
+148,899
+93% +$12.1M 19.56% 2
2023
Q2
$13M Buy
+160,218
New +$13M 18.27% 2