Fonville Wealth Management’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	$514K	Buy	6,201 +2,075	+50%	+$172K	0.13%	80
2025 Q1	$342K	Buy	4,126 +317	+8%	+$26.3K	0.1%	92
2024 Q4	$312K	Buy	3,809 +364	+11%	+$29.8K	0.1%	86
2024 Q3	$286K	Buy	+3,445	New	+$286K	0.1%	94