Lumature Wealth Partners’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
2023
Q2
$14.9K Hold
2023
Q1
$15.1K Sell
2022
Q4
$38.8K Hold
2022
Q3
$39K Hold
2022
Q2
$40K Buy
2022
Q1
$15K Hold
2021
Q4
$16K Sell
2021
Q3
$19K Hold
2021
Q2
$19K Hold
2021
Q1
$19K Sell
2020
Q4
$79K Buy