Copia Wealth Management’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	$221K	Buy	2,668 +24	+0.9%	+$1.99K	0.19%	85
2025 Q1	$219K	Buy	2,644 +347	+15%	+$28.7K	0.2%	81
2024 Q4	$188K	Buy	+2,297	New	+$188K	0.18%	84