Bond & Devick Financial Network’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	$665K	Buy	8,059 +351	+5%	+$29.1K	0.19%	82
2025 Q4	$638K	Buy	7,708 +1,581	+26%	+$131K	0.18%	78
2025 Q3	$508K	Buy	6,127 +1,220	+25%	+$101K	0.15%	95
2025 Q2	$407K	Hold	4,907	–	–	0.14%	99
2025 Q1	$406K	Sell	4,907 -467	-9%	-$38.4K	0.15%	91
2024 Q4	$447K	Hold	5,374	–	–	0.19%	94
2024 Q3	$447K	Buy	5,374 +1,647	+44%	+$136K	0.19%	94
2024 Q2	$304K	Buy	+3,727	New	+$303K	0.16%	108
2024 Q1	–	Sell	-4,057	Closed	-$333K	–	144
2023 Q4	$333K	Buy	4,057 +422	+12%	+$34.3K	0.19%	97
2023 Q3	$294K	Sell	3,635 -664	-15%	-$53.8K	0.19%	99
2023 Q2	$349K	Sell	4,299 -2,331	-35%	-$191K	0.22%	89
2023 Q1	$545K	Sell	6,630 -428	-6%	-$34.9K	0.35%	60
2022 Q4	$573K	Buy	7,058 +2,773	+65%	+$225K	0.41%	52
2022 Q3	$348K	Sell	4,285 -984	-19%	-$81K	0.29%	77
2022 Q2	$436K	Buy	+5,269	New	+$437K	0.38%	62