GoalVest Advisory’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
Q2
Sell
-86
Closed -$7.03K 399
2024
Q1
$7.03K Hold
86
﹤0.01% 330
2023
Q4
$7.06K Sell
86
-179
-68% -$14.7K ﹤0.01% 276
2023
Q3
$21.5K Buy
265
+86
+48% +$6.96K 0.01% 210
2023
Q2
$14.5K Buy
+179
New +$14.5K 0.01% 223