Compass Planning Associates’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	$201K	Buy	2,422 +19	+0.8%	+$1.58K	0.18%	35
2025 Q1	$199K	Sell	2,403 -9,895	-80%	-$819K	0.2%	35
2024 Q4	$1.01M	Buy	+12,298	New	+$1.01M	1.02%	10