Turtle Creek Wealth 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
2024
Q2
Sell
-155
Closed -$12.7K 214
2024
Q1
$12.7K Sell
155
-2,683
-95% -$219K ﹤0.01% 178
2023
Q4
$233K Buy
+2,838
New +$233K 0.07% 136