True Link Financial Advisors’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
2024
Q1
Sell
2023
Q4
$1.73M Sell
2023
Q3
$2.11M Sell
2023
Q2
$2.11M Sell
2023
Q1
$8.14M Buy
2022
Q4
$5.55M Buy
2022
Q3
$2.12M Hold
2022
Q2
$2.16M Hold
2022
Q1
$2.17M Hold
2021
Q4
$2.23M Sell
2021
Q3
$2.4M Buy
2021
Q2
$2.29M Sell
2021
Q1
$7.33M Buy
2020
Q4
$6.71M Buy