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Balboa Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Balboa Wealth Partners’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,499
Closed -$203K – 322
2022
Q4 		$203K Sell
2,499
-795
-24% -$64.5K 0.09% 209
2022
Q3 		$267K Buy
+3,294
New +$267K 0.12% 154