IBEX Wealth Advisors’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
Q1
Sell
-15,709
Closed -$1.28M 163
2022
Q4
$1.28M Buy
+15,709
New +$1.28M 0.29% 83
2019
Q3
Sell
-301
Closed -$25K 311
2019
Q2
$25K Buy
+301
New +$25K 0.01% 260