Trinity Financial Advisors’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
2022
Q4
Sell
-10,139
Closed -$823K 69
2022
Q3
$823K Buy
+10,139
New +$823K 0.6% 21
2021
Q1
Sell
-54,368
Closed -$4.7M 53
2020
Q4
$4.7M Buy
+54,368
New +$4.7M 4.26% 8