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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-123,445	Closed	-$10M	–	123
2022 Q3	$10M	Buy	123,445 +118,729	+2,518%	+$9.77M	3.99%	7
2022 Q2	$390K	Sell	4,716 -113	-2%	-$9.37K	0.15%	78
2022 Q1	$403K	Sell	4,829 -649	-12%	-$54.8K	0.14%	74
2021 Q4	$469K	Buy	5,478 +478	+10%	+$41K	0.16%	62
2021 Q3	$431K	Sell	5,000 -45	-0.9%	-$3.88K	0.16%	65
2021 Q2	$435K	Buy	5,045 +107	+2%	+$9.23K	0.16%	62
2021 Q1	$426K	Buy	4,938 +977	+25%	+$84.3K	0.16%	74
2020 Q4	$342K	Buy	3,961 +185	+5%	+$16K	0.13%	90
2020 Q3	$327K	Buy	3,776 +137	+4%	+$11.9K	0.14%	86
2020 Q2	$315K	Sell	3,639 -846	-19%	-$73.3K	0.15%	92
2020 Q1	$389K	Buy	4,485 +5	+0.1%	+$427	0.21%	80
2019 Q4	$379K	Buy	4,480 +796	+22%	+$67.4K	0.17%	97
2019 Q3	$312K	Buy	3,684 +203	+6%	+$17.2K	0.19%	97
2019 Q2	$295K	Buy	+3,481	New	+$293K	0.17%	106