Heritage Wealth Management (Arizona)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.74M	Buy
2022 Q3	$894K	Buy
2022 Q2	$705K	Buy
2022 Q1	$0	Buy
2021 Q3	$0	Sell
2021 Q2	$5K	Sell
2021 Q1	$41K	Buy