Lineweaver Wealth Advisors’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
2023
Q2
Sell
-4,588
Closed -$380K 131
2023
Q1
$380K Sell
4,588
-82,605
-95% -$6.83M 0.12% 95
2022
Q4
$7.08M Buy
+87,193
New +$7.08M 2.14% 11