JPL 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 Q2	–	Sell	-7,385	Closed	-$604K	–	111
2024 Q1	$604K	Buy	7,385 +1,602	+28%	+$131K	0.33%	74
2023 Q4	$474K	Buy	+5,783	New	+$474K	0.34%	79