Kelly Financial Group’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
$644K Sell
7,775
-9,429
-55% -$781K 0.19% 41
2025
Q1
$1.42M Sell
17,204
-7,719
-31% -$639K 0.44% 33
2024
Q4
$2.04M Buy
+24,923
New +$2.04M 0.73% 26