Lutz Financial Services’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 Q1	–	Sell	-2,720	Closed	-$221K	–	77
2022 Q4	$221K	Sell	2,720 -2,835	-51%	-$230K	0.03%	74
2022 Q3	$451K	Sell	5,555 -626	-10%	-$51.5K	0.06%	61
2022 Q2	$512K	Buy	+6,181	New	+$513K	0.07%	57
2020 Q4	–	Sell	-2,670	Closed	-$231K	–	58
2020 Q3	$231K	Sell	2,670 -88	-3%	-$7.61K	0.04%	58
2020 Q2	$239K	Sell	2,758 -379	-12%	-$32.8K	0.05%	57
2020 Q1	$272K	Sell	3,137 -569	-15%	-$48.6K	0.06%	60
2019 Q4	$314K	Sell	3,706 -256	-6%	-$21.7K	0.06%	64
2019 Q3	$336K	Sell	3,962 -726	-15%	-$61.5K	0.06%	63
2019 Q2	$397K	Buy	4,688 +6	+0.1%	+$505	0.08%	57
2019 Q1	$394K	Sell	4,682 -240	-5%	-$20.1K	0.08%	52
2018 Q4	$412K	Sell	4,922 -1,769	-26%	-$147K	0.09%	54
2018 Q3	$556K	Buy	6,691 +107	+2%	+$8.9K	0.12%	40
2018 Q2	$549K	Sell	6,584 -697	-10%	-$58.1K	0.16%	33
2018 Q1	$608K	Buy	7,281 +2	+0%	+$167	0.18%	31
2017 Q4	$610K	Buy	+7,279	New	+$612K	0.18%	34