Security Financial Services’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
-22,376
Closed -$1.81M 168
2023
Q2
$1.81M Buy
22,376
+5,154
+30% +$418K 0.51% 41
2023
Q1
$1.41M Buy
+17,222
New +$1.41M 0.43% 45