Estate Counselors’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	$9.32M	Buy	+112,460	New	+$9.32M	0.92%	13
2022 Q4	–	Sell	-148,565	Closed	-$18.1M	–	185
2022 Q3	$18.1M	Sell	148,565 -244,510	-62%	-$29.8M	2.8%	10
2022 Q2	$32.5M	Sell	393,075 -74,150	-16%	-$6.14M	4.84%	3
2022 Q1	$38.9M	Buy	+467,225	New	+$38.9M	5.06%	3
2021 Q2	–	Sell	-12,500	Closed	-$1.08M	–	173
2021 Q1	$1.08M	Hold	12,500	–	–	0.16%	75
2020 Q4	$1.08M	Sell	12,500 -20,900	-63%	-$1.81M	0.16%	68
2020 Q3	$2.89M	Sell	33,400 -135,540	-80%	-$11.7M	0.45%	50
2020 Q2	$14.6M	Buy	+168,940	New	+$14.6M	2.34%	11
2019 Q4	–	Sell	-69,690	Closed	-$5.91M	–	77
2019 Q3	$5.91M	Buy	+69,690	New	+$5.91M	0.91%	39
2016 Q3	–	Sell	-22,000	Closed	-$1.88M	–	56
2016 Q2	$1.88M	Sell	22,000 -20,000	-48%	-$1.71M	0.75%	36
2016 Q1	$3.57M	Sell	42,000 -46,710	-53%	-$3.97M	1.57%	25
2015 Q4	$7.48M	Buy	88,710 +6,000	+7%	+$506K	3.05%	12
2015 Q3	$7.03M	Hold	82,710	–	–	2.83%	14
2015 Q2	$7.02M	Hold	82,710	–	–	2.44%	16
2015 Q1	$7.02M	Hold	82,710	–	–	2.5%	16
2014 Q4	$6.99M	Hold	82,710	–	–	2.47%	17
2014 Q3	$6.99M	Hold	82,710	–	–	2.69%	15
2014 Q2	$6.99M	Hold	82,710	–	–	2.67%	15
2014 Q1	$6.99M	Buy	82,710 +38,705	+88%	+$3.27M	2.8%	15
2013 Q4	$3.71M	Hold	44,005	–	–	1.65%	21
2013 Q3	$3.72M	Buy	44,005 +975	+2%	+$82.4K	1.72%	21
2013 Q2	$3.63M	Buy	+43,030	New	+$3.63M	1.84%	19