Buck Wealth Strategies’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
-2,970
Closed -$243K 106
2024
Q1
$243K Buy
+2,970
New +$243K 0.08% 73
2023
Q4
Sell
-1,646
Closed -$133K 291
2023
Q3
$133K Buy
+1,646
New +$133K 0.05% 67