New Potomac 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
2024 Q3	$32K	Buy	+385	New	+$31.8K	0.02%	129
2021 Q4	–	Sell	-2,390	Closed	-$206K	–	63
2021 Q3	$206K	Sell	2,390 -400	-14%	-$34.5K	0.14%	65
2021 Q2	$240K	Sell	2,790 -315	-10%	-$27.2K	0.16%	61
2021 Q1	$268K	Hold	3,105	–	–	0.2%	58
2020 Q4	$268K	Sell	3,105 -200	-6%	-$17.3K	0.19%	60
2020 Q3	$286K	Buy	3,305 +870	+36%	+$75.3K	0.23%	57
2020 Q2	$211K	Buy	2,435 +315	+15%	+$27.3K	0.19%	60
2020 Q1	$184K	Sell	2,120 -600	-22%	-$51.2K	0.2%	58
2019 Q4	$230K	Buy	2,720 +600	+28%	+$50.8K	0.21%	61
2019 Q3	$180K	Buy	2,120 +60	+3%	+$5.08K	0.18%	67
2019 Q2	$175K	Sell	2,060 -700	-25%	-$58.9K	0.18%	65
2019 Q1	$232K	Sell	2,760 -770	-22%	-$64.5K	0.23%	61
2018 Q4	$295K	Buy	3,530 +820	+30%	+$68.1K	0.32%	58
2018 Q3	$225K	Buy	2,710 +1,070	+65%	+$89K	0.21%	56
2018 Q2	$137K	Buy	1,640 +230	+16%	+$19.2K	0.13%	70
2018 Q1	$118K	Buy	1,410 +750	+114%	+$62.7K	0.12%	76
2017 Q4	$55K	Buy	+660	New	+$55.5K	0.05%	92