Lee, Danner & Bass’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	$432K	Hold	5,215	–	–	0.03%	178
2025 Q1	$431K	Sell	5,215 -750	-13%	-$62K	0.03%	175
2024 Q4	$489K	Buy	+5,965	New	+$489K	0.04%	172
2020 Q3	–	Sell	-24,800	Closed	-$2.15M	–	183
2020 Q2	$2.15M	Buy	+24,800	New	+$2.15M	0.27%	78