Clear Perspectives Financial Planning’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
Q1
Sell
2022
Q4
$18.3K Sell
2022
Q3
$69K Sell
2022
Q2
$99K Sell
2022
Q1
$125K Sell
2021
Q4
$149K Hold
2021
Q3
$150K Hold
2021
Q2
$150K Hold
2021
Q1
$151K Hold
2020
Q4
$151K Buy