RIA Advisory 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
Q1
Sell
-436,673
Closed -$43.8M 197
2023
Q4
$43.8M Buy
+436,673
New +$43.8M 18.26% 2
2023
Q1
Sell
-4,182
Closed -$339K 141
2022
Q4
$339K Buy
+4,182
New +$339K 0.2% 68