Cornerstone Planning Group’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
2024 Q1	–	Sell	-329	Closed	-$27K	–	1180
2023 Q4	$27K	Buy	329 +302	+1,119%	+$24.8K	0.01%	279
2023 Q3	$2.19K	Buy	+27	New	+$2.19K	﹤0.01%	641
2022 Q4	$5.57K	Buy	+68	New	+$5.57K	﹤0.01%	848