Detalus 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
-18,344
Closed -$1.49M 149
2023
Q2
$1.49M Buy
18,344
+1,820
+11% +$148K 0.67% 30
2023
Q1
$1.36M Buy
+16,524
New +$1.36M 0.65% 31