JWM
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JDH Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JDH Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,976
Closed -$246K – 52
2025
Q1 		$246K Sell
2,976
-534
-15% -$44.2K 0.21% 43
2024
Q4 		$288K Buy
+3,510
New +$288K 0.25% 38