Cedar Brook Financial Partners’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
2023
Q3
Sell
2023
Q2
$291K Sell
2023
Q1
$311K Buy
2022
Q4
$233K Sell
2022
Q3
$870K Sell
2022
Q2
$1.1M Buy
2022
Q1
$913K Buy
2021
Q4
$471K Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.1M Sell
2021
Q1
$1.4M Buy
2020
Q4
$1.06M Buy
2020
Q3
$921K Buy
2020
Q2
$615K Buy
2020
Q1
$228K Buy
2019
Q2
Sell
2019
Q1
$227K Sell
2018
Q4
$339K Buy