Granite Bay Wealth Management’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
Q1
Sell
-27,072
Closed -$2.2M 255
2023
Q4
$2.2M Sell
27,072
-2,010
-7% -$163K 0.02% 163
2023
Q3
$2.36M Buy
+29,082
New +$2.36M 0.02% 159
2022
Q1
Sell
-2,750
Closed -$235K 65
2021
Q4
$235K Buy
+2,750
New +$235K 0.23% 55