Parisi Gray Wealth Management’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
2022 Q2	–	Sell	-96,065	Closed	-$8.01M	–	116
2022 Q1	$8.01M	Sell	96,065 -9,341	-9%	-$789K	3.24%	7
2021 Q4	$9.02M	Buy	+105,406	New	+$9.04M	3.37%	6
2021 Q3	–	Sell	-7,468	Closed	-$643K	–	476
2021 Q2	$643K	Sell	7,468 -431	-5%	-$37.2K	0.24%	72
2021 Q1	$681K	Buy	7,899 +841	+12%	+$72.6K	0.28%	65
2020 Q4	$610K	Sell	7,058 -26,298	-79%	-$2.27M	0.27%	66
2020 Q3	$2.89M	Buy	+33,356	New	+$2.89M	1.5%	13
2019 Q2	–	Sell	-229	Closed	-$19K	–	390
2019 Q1	$19K	Hold	229	–	–	0.01%	313
2018 Q4	$19K	Hold	229	–	–	0.01%	322
2018 Q3	$19K	Sell	229 -1,097	-83%	-$91.3K	0.01%	337
2018 Q2	$110K	Sell	1,326 -581	-30%	-$48.4K	0.07%	134
2018 Q1	$159K	Hold	1,907	–	–	0.12%	109
2017 Q4	$160K	Buy	+1,907	New	+$160K	0.12%	106