Leo Wealth LLC’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
$398K Buy
4,798
+1,429
+42% +$118K 0.03% 272
2025
Q1
$279K Buy
3,369
+311
+10% +$25.7K 0.04% 228
2024
Q4
$251K Buy
+3,058
New +$251K 0.02% 311