Latko Wealth 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	$1.49M	Buy	18,002 +5,059	+39%	+$419K	0.84%	16
2025 Q1	$1.07M	Buy	12,943 +4,462	+53%	+$369K	0.69%	16
2024 Q4	$695K	Buy	8,481 +2,145	+34%	+$176K	0.41%	17
2024 Q3	$527K	Buy	+6,336	New	+$527K	0.32%	21