Iams 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	–	Sell	-10,317	Closed	-$854K	–	186
2025 Q1	$854K	Buy	10,317 +1,747	+20%	+$145K	0.39%	76
2024 Q4	$703K	Buy	+8,570	New	+$703K	0.32%	85