Cassaday & Co 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
2023 Q2	–	Sell	-3,151	Closed	-$259K	–	267
2023 Q1	$259K	Sell	3,151 -296,079	-99%	-$24.3M	0.01%	219
2022 Q4	$24.3M	Buy	+299,230	New	+$24.3M	1.12%	16