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Dogwood Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.98M Buy
84,670
+4,405
+5% +$363K 3.41% 6
2025
Q1
$6.64M Buy
80,265
+4,936
+7% +$408K 3.49% 6
2024
Q4
$6.18M Buy
+75,329
New +$6.18M 3.27% 8