Lifeworks Advisors’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
2025
Q2
$457K Sell
2025
Q1
$461K Sell
2024
Q4
$529K Buy
2024
Q3
$536K Sell
2024
Q2
$536K Sell
2024
Q1
$577K Sell
2023
Q4
$718K Buy
2023
Q3
$548K Buy