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Summit Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-64,660
Closed -$1K – 228
2023
Q1 		$1K Buy
+64,660
New +$1K 0.02% 138