ProVise Management Group’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
2024 Q4	–	Sell	-28,165	Closed	-$2.34M	–	287
2024 Q3	$2.34M	Buy	28,165 +22,162	+369%	+$1.84M	0.19%	109
2024 Q2	$490K	Buy	+6,003	New	+$490K	0.04%	185