Wallace Advisory Group’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 Q1	–	Sell	-7,077	Closed	-$573K	–	189
2023 Q4	$573K	Buy	+7,077	New	+$573K	0.45%	46
2023 Q3	–	Sell	-6,422	Closed	-$528K	–	187
2023 Q2	$528K	Hold	6,422	–	–	0.4%	65
2023 Q1	$528K	Buy	+6,422	New	+$528K	0.4%	65