Core Wealth Partners’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	$249K	Buy	+3,000	New	+$249K	0.13%	146
2023 Q3	–	Sell	-2,559	Closed	-$207K	–	112
2023 Q2	$207K	Buy	+2,559	New	+$207K	0.19%	104