Falcon Wealth Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Falcon Wealth Planning’s Portfolio SHY Stock Details SHY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$553K	Sell
2023 Q4	$684K	Sell
2023 Q3	$768K	Sell
2023 Q2	$1.04M	Sell
2023 Q1	$1.19M	Sell
2022 Q4	$1.4M	Buy
2022 Q3	$1.38M	Sell
2022 Q2	$1.94M	Buy