Heritage Oak Wealth Advisors’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	$638K	Buy	+7,702	New	+$638K	0.25%	40
2025 Q1	–	Sell	-2,653	Closed	-$217K	–	85
2024 Q4	$217K	Sell	2,653 -1,537	-37%	-$126K	0.1%	69
2024 Q3	$348K	Buy	4,190 +178	+4%	+$14.8K	0.16%	95
2024 Q2	$328K	Buy	+4,012	New	+$328K	0.17%	79