Private Wealth Partners’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 Q3	–	Sell	-3,500	Closed	-$284K	–	166
2023 Q2	$284K	Sell	3,500 -2,500	-42%	-$203K	0.03%	125
2023 Q1	$493K	Buy	+6,000	New	+$493K	0.05%	105