Independence Financial 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
$7.45M Sell
89,911
-4,510
-5% -$374K 2.9% 15
2025
Q1
$7.81M Buy
+94,421
New +$7.81M 2.97% 14