Kelman-Lazarov Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,153	Closed	-$358K	–	88
2021 Q1	$358K	Hold	4,153	–	–	0.13%	57
2020 Q4	$359K	Hold	4,153	–	–	0.14%	57
2020 Q3	$359K	Buy	4,153 +337	+9%	+$29.2K	0.16%	50
2020 Q2	$331K	Buy	3,816 +1,207	+46%	+$105K	0.15%	55
2020 Q1	$226K	Sell	2,609 -74	-3%	-$6.32K	0.12%	71
2019 Q4	$227K	Buy	2,683 +195	+8%	+$16.5K	0.1%	92
2019 Q3	$211K	Hold	2,488	–	–	0.1%	93
2019 Q2	$211K	Buy	+2,488	New	+$210K	0.11%	89
2017 Q1	–	Sell	-175	Closed	-$14.8K	–	221
2016 Q4	$14.8K	Hold	175	–	–	0.01%	231
2016 Q3	$14.9K	Hold	175	–	–	0.01%	266
2016 Q2	$14.9K	Hold	175	–	–	0.01%	257
2016 Q1	$15K	Buy	+175	New	+$14.8K	0.01%	264