Briaud Financial Planning’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
2025 Q3	–	Sell	-252	Closed	-$20K	–	288
2025 Q2	$20K	Buy	252 +210	+500%	+$17.3K	0.01%	171
2025 Q1	$3K	Hold	42	–	–	﹤0.01%	179
2024 Q4	$3K	Hold	42	–	–	﹤0.01%	178
2024 Q3	$3K	Hold	42	–	–	﹤0.01%	121
2024 Q2	$3K	Hold	42	–	–	﹤0.01%	122
2024 Q1	$4K	Buy	+42	New	+$3.44K	﹤0.01%	110
2023 Q4	–	Sell	-42	Closed	-$3K	–	138
2023 Q3	$3K	Sell	42 -4,524	-99%	-$366K	﹤0.01%	125
2023 Q2	$370K	Hold	4,566	–	–	0.35%	14
2023 Q1	$375K	Hold	4,566	–	–	0.36%	13
2022 Q4	$370K	Sell	4,566 -51	-1%	-$4.14K	0.3%	13
2022 Q3	$374K	Sell	4,617 -787	-15%	-$64.8K	0.33%	15
2022 Q2	$447K	Buy	+5,404	New	+$448K	0.29%	13