Hassell 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
Q4
Sell
-8,557
Closed -$705K 29
2024
Q3
$705K Sell
8,557
-910
-10% -$74.9K 0.3% 21
2024
Q2
$778K Sell
9,467
-337
-3% -$27.7K 0.35% 21
2024
Q1
$797K Buy
+9,804
New +$797K 0.51% 16