Goldstone Financial Group’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 Q4	–	Sell	-2,594	Closed	-$210K	–	168
2023 Q3	$210K	Sell	2,594 -1,462	-36%	-$118K	0.06%	145
2023 Q2	$329K	Buy	4,056 +299	+8%	+$24.2K	0.1%	115
2023 Q1	$309K	Buy	+3,757	New	+$309K	0.1%	112