Bromfield Sneider Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$652K Hold
2023
Q4
$654K Buy
2023
Q3
$645K Buy
2023
Q2
$644K Buy
2023
Q1
$651K Buy
2022
Q4
$642K Buy
2022
Q3
$641K Buy
2022
Q2
$653K Buy
2022
Q1
$657K Buy
2021
Q4
$674K Buy