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

ClientFirst 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 Q2	$958K	Hold
2025 Q1	$956K	Hold
2024 Q4	$947K	Buy
2023 Q3	$1.07M	Buy
2023 Q2	$945K	Buy
2023 Q1	$316K	Hold
2022 Q4	$313K	Hold
2022 Q3	$313K	Buy
2022 Q2	$294K	Buy