Quotient 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
2024 Q2	–	Sell	-4,869	Closed	-$398K	–	321
2024 Q1	$398K	Sell	4,869 -2,306	-32%	-$189K	0.01%	200
2023 Q4	$589K	Buy	+7,175	New	+$589K	0.02%	156