Cabot 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	$17.3M	Buy	209,768 +7,122	+4%	+$590K	1.99%	15
2025 Q4	$16.8M	Buy	202,646 +24,226	+14%	+$2.01M	1.86%	19
2025 Q3	$14.8M	Buy	178,420 +72,967	+69%	+$6.04M	1.64%	21
2025 Q2	$8.74M	Buy	105,453 +11,853	+13%	+$979K	1.04%	39
2025 Q1	$7.74M	Buy	93,600 +33,677	+56%	+$2.77M	0.99%	39
2024 Q4	$4.91M	Buy	59,923 +161	+0.3%	+$13.2K	0.62%	50
2024 Q3	$4.97M	Buy	59,762 +18,115	+43%	+$1.49M	0.62%	49
2024 Q2	$3.4M	Sell	41,647 -7,293	-15%	-$593K	0.45%	58
2024 Q1	$4M	Sell	48,940 -100	-0.2%	-$8.18K	0.52%	55
2023 Q4	$4.02M	Sell	49,040 -83,322	-63%	-$6.77M	0.56%	50
2023 Q3	$10.7M	Buy	132,362 +845	+0.6%	+$68.4K	1.64%	23
2023 Q2	$10.7M	Buy	131,517 +14,513	+12%	+$1.19M	1.59%	23
2023 Q1	$9.61M	Buy	+117,004	New	+$9.54M	1.52%	29