Centerpoint Advisors’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	$102K	Buy	1,234 +109	+10%	+$9.02K	0.03%	115
2025 Q4	$93K	Hold	1,125	–	–	0.03%	123
2025 Q3	$93K	Hold	1,125	–	–	0.03%	126
2025 Q2	$93K	Hold	1,125	–	–	0.03%	120
2025 Q1	$93K	Buy	1,125 +4	+0.4%	+$329	0.03%	126
2024 Q4	$92K	Buy	1,121 +86	+8%	+$7.07K	0.03%	130
2024 Q3	$86K	Sell	1,035 -412	-28%	-$34K	0.03%	133
2024 Q2	$118K	Buy	1,447 +18	+1%	+$1.47K	0.04%	114
2024 Q1	$117K	Buy	1,429 +778	+120%	+$63.7K	0.04%	110
2023 Q4	$53K	Hold	651	–	–	0.02%	149
2023 Q3	$53K	Hold	651	–	–	0.02%	148
2023 Q2	$53K	Sell	651 -406	-38%	-$33.2K	0.02%	158
2023 Q1	$87K	Buy	1,057 +326	+45%	+$26.6K	0.04%	131
2022 Q4	$59K	Buy	731 +281	+62%	+$22.8K	0.03%	134
2022 Q3	$37K	Sell	450 -50	-10%	-$4.12K	0.02%	147
2022 Q2	$41K	Hold	500	–	–	0.02%	151
2022 Q1	$42K	Sell	500 -181	-27%	-$15.3K	0.02%	159
2021 Q4	$58K	Hold	681	–	–	0.03%	126
2021 Q3	$59K	Buy	681 +95	+16%	+$8.19K	0.03%	120
2021 Q2	$50K	Buy	586 +131	+29%	+$11.3K	0.02%	130
2021 Q1	$39K	Sell	455 -117	-20%	-$10.1K	0.02%	112
2020 Q4	$49K	Buy	+572	New	+$49.4K	0.03%	101