UP Strategic Wealth Investment 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 Q3	–	Sell	-4,548	Closed	-$371K	–	82
2024 Q2	$371K	Hold	4,548	–	–	0.56%	39
2024 Q1	$372K	Sell	4,548 -600	-12%	-$49.1K	0.61%	37
2023 Q4	$422K	Buy	+5,148	New	+$422K	0.77%	31