Lakeridge 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 Q3	–	Sell	-3,241	Closed	-$265K	–	156
2024 Q2	$265K	Sell	3,241 -1,308	-29%	-$107K	0.16%	118
2024 Q1	$372K	Buy	4,549 +495	+12%	+$40.5K	0.24%	82
2023 Q4	$333K	Buy	+4,054	New	+$333K	0.24%	85