Marshall & Sterling Wealth Advisors’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	$914K	Buy	11,031 +3,088	+39%	+$256K	0.62%	34
2025 Q1	$657K	Buy	7,943 +50	+0.6%	+$4.14K	0.45%	40
2024 Q4	$647K	Buy	+7,893	New	+$647K	0.45%	39