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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.74M Buy
2023
Q4
$810K Sell
2023
Q3
$1.63M Buy
2023
Q2
Sell
2023
Q1
$1.51M Buy
2022
Q4
Sell
2022
Q3
$2.23M Sell
2022
Q2
$2.53M Buy
2022
Q1
$2.22M Buy
2021
Q4
$1M Buy