Legacy Wealth Asset Management’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 Q2	$1.73M	Buy	21,095 +580	+3%	+$47.7K	0.38%	63
2026 Q1	$1.69M	Buy	20,515 +919	+5%	+$76.1K	0.41%	53
2025 Q4	$1.62M	Buy	19,596 +1,286	+7%	+$107K	0.4%	57
2025 Q3	$1.52M	Buy	18,310 +528	+3%	+$43.7K	0.37%	67
2025 Q2	$1.47M	Buy	17,782 +21	+0.1%	+$1.73K	0.37%	66
2025 Q1	$1.47M	Sell	17,761 -674	-4%	-$55.4K	0.41%	71
2024 Q4	$1.51M	Sell	18,435 -440	-2%	-$36.2K	0.41%	61
2024 Q3	$1.57M	Sell	18,875 -48	-0.3%	-$3.96K	0.42%	63
2024 Q2	$1.55M	Buy	18,923 +1,062	+6%	+$86.4K	0.44%	63
2024 Q1	$1.46M	Buy	17,861 +394	+2%	+$32.2K	0.41%	62
2023 Q4	$1.43M	Sell	17,467 -120	-0.7%	-$9.75K	0.47%	62
2023 Q3	$1.42M	Sell	17,587 -1,016	-5%	-$82.3K	0.52%	53
2023 Q2	$1.51M	Buy	18,603 +565	+3%	+$46.2K	0.53%	47
2023 Q1	$1.48M	Sell	18,038 -727	-4%	-$59.3K	0.53%	44
2022 Q4	$1.52M	Sell	18,765 -201	-1%	-$16.3K	0.58%	33
2022 Q3	$1.54M	Sell	18,966 -2,959	-13%	-$244K	0.67%	26
2022 Q2	$1.81M	Sell	21,925 -430	-2%	-$35.7K	0.74%	22
2022 Q1	$1.86M	Buy	22,355 +590	+3%	+$49.9K	0.66%	24
2021 Q4	$1.86M	Buy	21,765 +4,203	+24%	+$361K	0.63%	18
2021 Q3	$1.51M	Buy	17,562 +444	+3%	+$38.3K	0.69%	15
2021 Q2	$1.48M	Buy	17,118 +568	+3%	+$49K	0.66%	16
2021 Q1	$1.43M	Buy	16,550 +1,945	+13%	+$168K	0.66%	21
2020 Q4	$1.26M	Buy	+14,605	New	+$1.26M	0.64%	27

Other funds holding SHY