Key Financial Inc’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 Q1	–	Sell	-496	Closed	-$41.1K	–	1459
2025 Q4	$41.1K	Buy	496 +176	+55%	+$14.6K	0.01%	562
2025 Q3	$26.5K	Buy	320 +196	+158%	+$16.2K	﹤0.01%	654
2025 Q2	$10.3K	Buy	124 +34	+38%	+$2.81K	﹤0.01%	850
2025 Q1	$7.45K	Hold	90	–	–	﹤0.01%	894
2024 Q4	$7.38K	Hold	90	–	–	﹤0.01%	885
2024 Q3	$7.48K	Hold	90	–	–	﹤0.01%	866
2024 Q2	$7.35K	Hold	90	–	–	﹤0.01%	852
2024 Q1	$7.36K	Hold	90	–	–	﹤0.01%	835
2023 Q4	$7.38K	Hold	90	–	–	﹤0.01%	817
2023 Q3	$7.29K	Hold	90	–	–	﹤0.01%	806
2023 Q2	$7.3K	Hold	90	–	–	﹤0.01%	813
2023 Q1	$7.39K	Buy	+90	New	+$7.34K	﹤0.01%	743