AssuredPartners Investment Advisors’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	–	Sell	-4,073	Closed	-$337K	–	315
2025 Q1	$337K	Buy	4,073 +1,349	+50%	+$112K	0.07%	255
2024 Q4	$223K	Buy	+2,724	New	+$223K	0.04%	305