MAI Capital Management’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
$8.26M Buy
99,682
+14,705
+17% +$1.22M 0.06% 265
2025
Q1
$7.03M Sell
84,977
-2,408
-3% -$199K 0.05% 276
2024
Q4
$7.16M Buy
+87,385
New +$7.16M 0.05% 276