Legacy Capital Wealth Partners’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	$392K	Hold	4,745	–	–	0.08%	251
2025 Q4	$393K	Sell	4,745 -127	-3%	-$10.5K	0.08%	245
2025 Q3	$404K	Buy	4,872 +43	+0.9%	+$3.56K	0.09%	246
2025 Q2	$400K	Sell	4,829 -196	-4%	-$16.2K	0.09%	247
2025 Q1	$416K	Sell	5,025 -1,004	-17%	-$82.6K	0.1%	222
2024 Q4	$494K	Sell	6,029 -239	-4%	-$19.6K	0.12%	182
2024 Q3	$521K	Buy	6,268 +41	+0.7%	+$3.38K	0.1%	192
2024 Q2	$508K	Buy	+6,227	New	+$507K	0.13%	159
2024 Q1	–	Sell	-5,361	Closed	-$440K	–	303
2023 Q4	$440K	Sell	5,361 -64	-1%	-$5.2K	0.12%	164
2023 Q3	$439K	Buy	+5,425	New	+$439K	0.12%	162
2023 Q2	–	Sell	-10,731	Closed	-$882K	–	200
2023 Q1	$882K	Buy	+10,731	New	+$875K	0.24%	91