Hughes Financial Services’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	$12.6M	Sell	151,800 -2,140	-1%	-$177K	2.16%	10
2025 Q1	$12.7M	Sell	153,940 -55,777	-27%	-$4.6M	2.48%	10
2024 Q4	$17.2M	Buy	+209,717	New	+$17.2M	3.53%	9