Fermata Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Fermata Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$80.62 - $82.04 $148,098 - $150,707	1,837 Added 36.24%	6,906 $566,000
Q3 2023 Nov 06, 2023	BUY	$80.71 - $81.38 $409,118 - $412,515	5,069 New	5,069 $410,000
Q1 2023 Apr 12, 2023	SELL	$80.51 - $82.52 $41,865 - $42,910	-520 Reduced 10.07%	4,644 $381,000
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $151,850 - $153,583	1,884 Added 57.44%	5,164 $419,000
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $4,538 - $4,651	-56 Reduced 1.68%	3,280 $266,000
Q2 2022 Aug 09, 2022	BUY	$81.97 - $83.48 $273,451 - $278,489	3,336 New	3,336 $276,000

1,212

233M

466K

196K

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