Peak Financial Advisors’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
2023 Q1	–	Sell	-138,479	Closed	-$11.2M	–	71
2022 Q4	$11.2M	Buy	138,479 +93,430	+207%	+$7.58M	10.24%	1
2022 Q3	$3.66M	Buy	45,049 +16,028	+55%	+$1.3M	4.5%	5
2022 Q2	$2.4M	Sell	29,021 -380	-1%	-$31.5K	2.38%	9
2022 Q1	$2.45M	Buy	+29,401	New	+$2.45M	2.1%	19