WT Wealth Management’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
2024 Q3	–	Sell	-98,526	Closed	-$8.04M	–	137
2024 Q2	$8.04M	Sell	98,526 -30,480	-24%	-$2.48M	2.74%	7
2024 Q1	$10.6M	Buy	129,006 +22,834	+22%	+$1.87M	3.77%	4
2023 Q4	$8.71M	Buy	106,172 +99,991	+1,618%	+$8.13M	3.44%	5
2023 Q3	$500K	Sell	6,181 -5,755	-48%	-$466K	0.21%	77
2023 Q2	$968K	Sell	11,936 -31,107	-72%	-$2.54M	0.4%	72
2023 Q1	$3.54M	Buy	43,043 +20,686	+93%	+$1.69M	1.53%	17
2022 Q4	$1.81M	Buy	22,357 +8,003	+56%	+$649K	0.88%	32
2022 Q3	$1.17M	Sell	14,354 -450	-3%	-$37K	0.59%	54
2022 Q2	$1.23M	Buy	14,804 +6,001	+68%	+$498K	0.61%	62
2022 Q1	$734K	Sell	8,803 -3,271	-27%	-$276K	0.28%	81
2021 Q4	$1.03M	Sell	12,074 -15	-0.1%	-$1.29K	0.38%	74
2021 Q3	$1.04M	Sell	12,089 -600	-5%	-$51.7K	0.4%	75
2021 Q2	$1.09M	Sell	12,689 -4,020	-24%	-$347K	0.44%	73
2021 Q1	$1.44M	Sell	16,709 -2,165	-11%	-$187K	0.67%	45
2020 Q4	$1.63M	Buy	18,874 +15,190	+412%	+$1.31M	0.89%	37
2020 Q3	$318K	Buy	+3,684	New	+$319K	0.21%	84