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Source Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Source Financial Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,476
Closed -$363K – 131
2022
Q4 		$363K Buy
4,476
+28
+0.6% +$2.27K 0.14% 90
2022
Q3 		$361K Buy
+4,448
New +$361K 0.14% 83