Aries 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
2026 Q1	$5.22M	Buy	63,163 +6,193	+11%	+$513K	1.15%	23
2025 Q4	$4.72M	Buy	56,970 +15,195	+36%	+$1.26M	1.04%	26
2025 Q3	$3.47M	Buy	41,775 +2,378	+6%	+$197K	0.82%	30
2025 Q2	$3.26M	Buy	39,397 +5,707	+17%	+$471K	0.85%	31
2025 Q1	$2.79M	Buy	33,690 +7,595	+29%	+$625K	0.76%	36
2024 Q4	$2.14M	Buy	26,095 +2,592	+11%	+$213K	0.59%	45
2024 Q3	$1.95M	Buy	23,503 +11,410	+94%	+$941K	0.54%	48
2024 Q2	$987K	Sell	12,093 -40	-0.3%	-$3.25K	0.31%	79
2024 Q1	$992K	Buy	12,133 +3,870	+47%	+$317K	0.32%	80
2023 Q4	$678K	Sell	8,263 -55	-0.7%	-$4.47K	0.24%	99
2023 Q3	$673K	Sell	8,318 -250	-3%	-$20.2K	0.26%	92
2023 Q2	$695K	Buy	8,568 +850	+11%	+$69.5K	0.27%	95
2023 Q1	$634K	Buy	7,718 +390	+5%	+$31.8K	0.26%	99
2022 Q4	$595K	Hold	7,328	–	–	0.26%	100
2022 Q3	$594K	Hold	7,328	–	–	0.26%	91
2022 Q2	$607K	Buy	+7,328	New	+$608K	0.28%	87
2022 Q1	–	Sell	-7,328	Closed	-$627K	–	196
2021 Q4	$627K	Hold	7,328	–	–	0.24%	96
2021 Q3	$631K	Hold	7,328	–	–	0.27%	87
2021 Q2	$631K	Buy	+7,328	New	+$632K	0.27%	89