Linscomb Wealth’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
2022
Q3
Sell
-3,105
Closed -$257K 292
2022
Q2
$257K Sell
3,105
-6,504
-68% -$538K 0.01% 260
2022
Q1
$801K Buy
+9,609
New +$801K 0.04% 192