Aegis Wealth Management’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
2025 Q2	$1.22M	Hold	14,766	–	–	0.73%	38
2025 Q1	$1.22M	Buy	14,766 +9,772	+196%	+$808K	0.72%	39
2024 Q4	$409K	Buy	+4,994	New	+$409K	0.28%	55