Founders Grove Wealth 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
$890K Buy
10,743
+1,111
+12% +$92.1K 0.22% 74
2025
Q1
$797K Sell
9,632
-2,459
-20% -$203K 0.22% 77
2024
Q4
$991K Buy
+12,091
New +$991K 0.29% 70