Concord Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Concord Wealth Partners’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 Q3	$41.2K	Sell
2025 Q2	$46.4K	Buy
2023 Q4	–	Sell
2023 Q3	$7.13K	Buy
2023 Q2	$7.09K	Buy
2023 Q1	–	Sell
2022 Q4	$16.4K	Buy