First Wilshire Securities Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,486	Closed	-$206K	–	89
2025 Q4	$206K	Sell	2,486 -433	-15%	-$35.9K	0.05%	83
2025 Q3	$242K	Sell	2,919 -458	-14%	-$37.9K	0.06%	76
2025 Q2	$280K	Sell	3,377 -159	-4%	-$13.1K	0.08%	74
2025 Q1	$293K	Buy	3,536 +807	+30%	+$66.4K	0.08%	68
2024 Q4	$224K	Buy	+2,729	New	+$224K	0.06%	80
2021 Q4	–	Sell	-4,046	Closed	-$349K	–	89
2021 Q3	$349K	Hold	4,046	–	–	0.12%	66
2021 Q2	$349K	Hold	4,046	–	–	0.12%	62
2021 Q1	$349K	Hold	4,046	–	–	0.13%	63
2020 Q4	$349K	Hold	4,046	–	–	0.14%	59
2020 Q3	$350K	Buy	+4,046	New	+$350K	0.17%	57