Fidelis Capital 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	$1.09M	Sell	13,217 -180	-1%	-$14.9K	0.1%	160
2025 Q1	$1.11M	Hold	13,397	–	–	0.12%	143
2024 Q4	$1.1M	Sell	13,397 -6,000	-31%	-$492K	0.11%	155
2024 Q3	$1.6M	Sell	19,397 -40	-0.2%	-$3.3K	0.19%	93
2024 Q2	$1.6M	Buy	+19,437	New	+$1.6M	0.23%	82