Colton Groome Financial Advisors’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
Q3
Sell
-6,712
Closed -$544K 123
2023
Q2
$544K Sell
6,712
-365
-5% -$29.6K 0.26% 72
2023
Q1
$581K Buy
+7,077
New +$581K 0.28% 71