Exencial Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Exencial Wealth Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$201K	Sell
2024 Q4	$200K	Buy
2024 Q3	–	Sell
2024 Q2	$200K	Sell
2024 Q1	$221K	Buy
2022 Q1	–	Sell
2021 Q4	$318K	Buy
2021 Q3	–	Sell
2021 Q2	$273K	Sell
2021 Q1	$274K	Buy