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Discipline Wealth Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Discipline Wealth Solutions’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
13,453
+6,894
+105% +$571K 0.43% 39
2025
Q1 		$543K Sell
6,559
-305
-4% -$25.2K 0.26% 48
2024
Q4 		$563K Sell
6,864
-4,445
-39% -$364K 0.26% 47
2024
Q3 		$940K Buy
+11,309
New +$940K 0.5% 28