Guardian Wealth Advisors (Minnesota)’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
-2,483
Closed -$214K 68
2021
Q1
$214K Sell
2,483
-1,839
-43% -$158K 0.2% 61
2020
Q4
$373K Buy
+4,322
New +$373K 0.37% 49