Confluence Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Confluence Investment Management’s Portfolio SHY Stock Details SHY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$19.2M	Buy
2024 Q2	$18M	Sell
2024 Q1	$25.6M	Buy
2023 Q3	–	Sell
2023 Q2	$26M	Buy
2023 Q1	$25.3M	Sell
2022 Q4	$42.5M	Buy
2013 Q3	–	Sell
2013 Q2	$990K	Buy