Souders Financial Advisors’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
Q1
Sell
-9,151
Closed -$743K 157
2022
Q4
$743K Buy
9,151
+340
+4% +$27.6K 0.17% 94
2022
Q3
$716K Buy
+8,811
New +$716K 0.19% 91