Birchcreek 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	$24.1M	Buy	292,449 +8,006	+3%	+$663K	11.63%	1
2025 Q4	$23.6M	Buy	284,443 +43,205	+18%	+$3.58M	11.57%	1
2025 Q3	$20M	Buy	241,238 +21,903	+10%	+$1.81M	10.34%	1
2025 Q2	$18.2M	Buy	219,335 +13,026	+6%	+$1.08M	10.3%	1
2025 Q1	$17.1M	Buy	206,309 +14,092	+7%	+$1.16M	10.77%	1
2024 Q4	$15.8M	Buy	192,217 +25,035	+15%	+$2.06M	9.9%	1
2024 Q3	$13.9M	Buy	167,182 +33,982	+26%	+$2.8M	9.11%	1
2024 Q2	$10.9M	Sell	133,200 -3,845	-3%	-$313K	6.12%	3
2024 Q1	$11.2M	Buy	137,045 +20,790	+18%	+$1.7M	5.89%	3
2023 Q4	$9.54M	Buy	116,255 +22,946	+25%	+$1.87M	5.7%	2
2023 Q3	$7.56M	Buy	93,309 +5,441	+6%	+$441K	5.12%	2
2023 Q2	$7.12M	Buy	87,868 +23,591	+37%	+$1.93M	4.97%	2
2023 Q1	$5.28M	Buy	64,277 +58,758	+1,065%	+$4.79M	4.18%	3
2022 Q4	$448K	Sell	5,519 -345	-6%	-$28K	0.4%	65
2022 Q3	$476K	Buy	5,864 +3,334	+132%	+$274K	0.44%	60
2022 Q2	$209K	Buy	+2,530	New	+$210K	0.19%	108
2021 Q1	–	Sell	-1,345	Closed	-$116K	–	252
2020 Q4	$116K	Buy	+1,345	New	+$116K	0.11%	135