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Three Bridge Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,045
Closed -$247K 99
2023
Q3
$247K Buy
3,045
+92
+3% +$7.45K 0.1% 75
2023
Q2
$239K Buy
+2,953
New +$239K 0.1% 79