Semus 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
-2,580
Closed -$211K 132
2024
Q1
$211K Sell
2,580
-55
-2% -$4.5K 0.18% 119
2023
Q4
$216K Buy
+2,635
New +$216K 0.18% 117
2023
Q1
Sell
-2,527
Closed -$205K 113
2022
Q4
$205K Buy
+2,527
New +$205K 0.25% 103