Catalyst Financial Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,283	Closed	-$584K	–	221
2023 Q3	$584K	Sell	5,283 -360	-6%	-$39.8K	0.19%	73
2023 Q2	$623K	Sell	5,643 -2,700	-32%	-$298K	0.22%	68
2023 Q1	$922K	Sell	8,343 -1,025	-11%	-$113K	0.39%	38
2022 Q4	$1.03M	Buy	+9,368	New	+$1.03M	0.53%	32