Lenox Wealth Advisors’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
2022
Q1
Sell
2021
Q4
$17K Hold
2021
Q3
$17K Sell
2021
Q2
$105K Hold
2021
Q1
$105K Hold
2020
Q4
$105K Hold
2020
Q3
$106K Hold
2020
Q2
$106K Hold
2020
Q1
$106K Hold
2019
Q4
$103K Buy