Great Lakes Retirement’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
$5.01M Buy
60,435
+5,919
+11% +$490K 0.59% 38
2025
Q1
$4.51M Sell
54,516
-2,767
-5% -$229K 0.59% 38
2024
Q4
$4.7M Buy
57,283
+1,680
+3% +$138K 0.61% 38
2024
Q3
$4.62M Buy
+55,603
New +$4.62M 0.59% 38