National Wealth Management Group’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
-2,932
Closed -$243K 153
2022
Q2
$243K Hold
2,932
0.31% 90
2022
Q1
$244K Hold
2,932
0.24% 95
2021
Q4
$251K Buy
+2,932
New +$251K 0.23% 105