Bright Financial 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	$856K	Sell	10,325 -203	-2%	-$16.8K	0.47%	27
2025 Q1	$871K	Buy	10,528 +453	+4%	+$37.5K	0.53%	26
2024 Q4	$826K	Sell	10,075 -707	-7%	-$58K	0.52%	27
2024 Q3	$897K	Sell	10,782 -1,385	-11%	-$115K	0.57%	26
2024 Q2	$993K	Buy	+12,167	New	+$993K	0.7%	24