Innova Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8M	Sell	192,708 -125,435	-39%	-$10.3M	6.55%	1
2026 Q1	$26.3M	Buy	318,143 +182,540	+135%	+$15.1M	12.49%	1
2025 Q4	$11.2M	Sell	135,603 -45,147	-25%	-$3.74M	5.67%	2
2025 Q3	$15M	Sell	180,750 -61,841	-25%	-$5.11M	8.1%	1
2025 Q2	$20.1M	Sell	242,591 -138,127	-36%	-$11.4M	11.82%	1
2025 Q1	$31.5M	Buy	380,718 +122,566	+47%	+$10.1M	19.52%	1
2024 Q4	$21.2M	Buy	+258,152	New	+$21.2M	13.33%	1
2024 Q3	–	Sell	-88,311	Closed	-$7.21M	–	130
2024 Q2	$7.21M	Buy	88,311 +457	+0.5%	+$37.2K	5.16%	2
2024 Q1	$7.18M	Sell	87,854 -101,845	-54%	-$8.33M	5.55%	1
2023 Q4	$15.6M	Sell	189,699 -112,569	-37%	-$9.15M	13.4%	1
2023 Q3	$24.5M	Buy	302,268 +216,894	+254%	+$17.6M	21.99%	1
2023 Q2	$6.92M	Sell	85,374 -287,775	-77%	-$23.5M	5.9%	2
2023 Q1	$30.7M	Buy	373,149 +1,296	+0.3%	+$106K	26.87%	1
2022 Q4	$30.2M	Sell	371,853 -248,274	-40%	-$20.1M	26.58%	1
2022 Q3	$50.4M	Sell	620,127 -41,518	-6%	-$3.42M	46.25%	1
2022 Q2	$54.8M	Buy	661,645 +551,217	+499%	+$45.7M	46.23%	1
2022 Q1	$9.2M	Buy	110,428 +1,535	+1%	+$130K	6.68%	3
2021 Q4	$9.31M	Sell	108,893 -830	-0.8%	-$71.2K	6.62%	3
2021 Q3	$9.45M	Buy	109,723 +2,225	+2%	+$192K	7.49%	2
2021 Q2	$9.26M	Sell	107,498 -39,555	-27%	-$3.41M	7.3%	1
2021 Q1	$12.7M	Buy	147,053 +93	+0.1%	+$8.03K	10.79%	1
2020 Q4	$12.7M	Buy	+146,960	New	+$12.7M	11.86%	1

Other funds holding SHY