Axis Wealth Partners’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
$1.11M Sell
13,444
-441
-3% -$36.5K 0.73% 41
2025
Q1
$1.15M Buy
13,885
+9,106
+191% +$753K 0.85% 31
2024
Q4
$392K Buy
+4,779
New +$392K 0.33% 90