KPP Advisory Services’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
-2,453
Closed -$201K 252
2024
Q1
$201K Buy
+2,453
New +$201K 0.06% 231
2023
Q4
Sell
-2,883
Closed -$233K 199
2023
Q3
$233K Buy
+2,883
New +$233K 0.08% 182