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LWM Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LWM Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 4
2025
Q1 		– Sell
-104,532
Closed -$8.57M – 4
2024
Q4 		$8.57M Buy
+104,532
New +$8.57M 8.6% 4