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Kingswood Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kingswood Wealth Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,561
Closed -$209K – 702
2024
Q1 		$209K Buy
+2,561
New +$209K 0.02% 571
2023
Q4 		– Sell
-5,301
Closed -$429K – 668
2023
Q3 		$429K Buy
+5,301
New +$429K 0.07% 277