Kestra Investment 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
$654K Buy
7,901
+2,936
+59% +$243K 0.01% 342
2025
Q1
$411K Buy
4,965
+2,966
+148% +$245K 0.01% 289
2024
Q4
$164K Sell
1,999
-1,208
-38% -$99K 0.01% 379
2024
Q3
$267K Buy
+3,207
New +$267K 0.01% 285