WealthPLAN Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-673	Closed	-$54.6K	–	1019
2023 Q2	$54.6K	Buy	673 +39	+6%	+$3.19K	0.01%	490
2023 Q1	$52.1K	Sell	634 -4,912	-89%	-$400K	0.01%	545
2022 Q4	$450K	Buy	+5,546	New	+$450K	0.03%	268
2020 Q3	–	Sell	-2,403	Closed	-$208K	–	331
2020 Q2	$208K	Sell	2,403 -852	-26%	-$73.8K	0.02%	283
2020 Q1	$281K	Buy	+3,255	New	+$278K	0.04%	206
2019 Q3	–	Sell	-2,990	Closed	-$254K	–	247
2019 Q2	$254K	Buy	+2,990	New	+$252K	0.04%	203
2016 Q3	$15.2K	Sell	179 -179	-50%	-$15.2K	﹤0.01%	532
2016 Q2	$15.3K	Buy	+358	New	+$30.4K	﹤0.01%	1548