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Stokes Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stokes Family Office’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,501
Closed -$203K – 358
2023
Q2 		$203K Hold
2,501
– – 0.02% 297
2023
Q1 		$205K Hold
2,501
– – 0.03% 274
2022
Q4 		$203K Buy
+2,501
New +$203K 0.03% 258