UP Strategic Wealth Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$371K	Hold
2024 Q1	$372K	Sell
2023 Q4	$422K	Buy