Cobblestone Capital 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
$753K Buy
9,088
+2,298
+34% +$190K 0.04% 164
2025
Q1
$562K Sell
6,790
-1,160
-15% -$96K 0.03% 181
2024
Q4
$652K Buy
+7,950
New +$652K 0.04% 161
2018
Q1
Sell
-2,405
Closed -$202K 248
2017
Q4
$202K Buy
+2,405
New +$202K 0.02% 236