Beaird Harris Wealth Management’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
Q2
Sell
-79
Closed -$6.46K 783
2024
Q1
$6.46K Buy
+79
New +$6.46K ﹤0.01% 368
2022
Q2
Sell
-156
Closed -$13K 574
2022
Q1
$13K Hold
156
﹤0.01% 298
2021
Q4
$13K Buy
+156
New +$13K ﹤0.01% 374