CAWM
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Capital Advisors Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Advisors Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$559K Buy
2025
Q2 		$429K Buy
2023
Q1 		– Sell
2022
Q4 		$212K Buy
2021
Q4 		– Sell
2021
Q3 		$241K Sell
2021
Q2 		$723K Sell
2021
Q1 		$962K Buy