BBJS 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
2024 Q3	$8.2M	Buy	98,570 +3,130	+3%	+$260K	2.92%	11
2024 Q2	$7.79M	Buy	95,440 +2,599	+3%	+$212K	2.91%	10
2024 Q1	$7.59M	Buy	92,841 +5,286	+6%	+$432K	2.71%	11
2023 Q4	$7.18M	Buy	87,555 +11,872	+16%	+$974K	2.49%	11
2023 Q3	$6.13M	Buy	+75,683	New	+$6.13M	2.32%	12