Coastal Bridge 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	$1.26M	Buy	15,203 +77	+0.5%	+$6.38K	0.1%	183
2025 Q1	$1.25M	Buy	+15,126	New	+$1.25M	0.31%	85
2019 Q4	–	Sell	-2,899	Closed	-$246K	–	151
2019 Q3	$246K	Buy	+2,899	New	+$246K	0.08%	113