TMD Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,900
Closed -$1.05M 53
2022
Q4
$1.05M Buy
12,900
+9,005
+231% +$731K 0.47% 20
2022
Q3
$316K Buy
3,895
+485
+14% +$39.3K 0.14% 28
2022
Q2
$282K Buy
+3,410
New +$282K 0.12% 34