W.H. Cornerstone Investments’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
2023 Q4	–	Sell	-6,716	Closed	-$544K	–	136
2023 Q3	$544K	Sell	6,716 -293	-4%	-$23.7K	0.48%	64
2023 Q2	$568K	Sell	7,009 -72	-1%	-$5.84K	0.51%	58
2023 Q1	$582K	Sell	7,081 -524	-7%	-$43.1K	0.53%	59
2022 Q4	$621K	Buy	+7,605	New	+$621K	0.59%	54