Fiduciary Planning’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
2021 Q2	–	Sell	-6,352	Closed	-$548K	–	231
2021 Q1	$548K	Sell	6,352 -1,053	-14%	-$90.8K	0.83%	28
2020 Q4	$640K	Sell	7,405 -17,812	-71%	-$1.54M	0.9%	33
2020 Q3	$2.18M	Buy	25,217 +22,870	+974%	+$1.98M	3.6%	4
2020 Q2	$203K	Buy	+2,347	New	+$203K	0.45%	33