Benchmark Financial Wealth 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
2022
Q4
Sell
-4,217
Closed -$342K 73
2022
Q3
$342K Sell
4,217
-192,016
-98% -$15.6M 0.2% 48
2022
Q2
$16.2M Buy
196,233
+3,226
+2% +$267K 8.32% 3
2022
Q1
$16.1M Buy
+193,007
New +$16.1M 6.83% 3