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Naviter Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Naviter Wealth’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-128,510
Closed -$10.5M – 217
2022
Q4 		$10.5M Buy
+128,510
New +$10.5M 2.88% 7