Modern Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Modern Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$38.5M	Buy
2025 Q1	$32.4M	Buy
2024 Q4	$30.4M	Buy
2024 Q3	$7.29M	Buy
2024 Q2	$6.74M	Buy
2024 Q1	$4.92M	Buy
2023 Q4	$1.02M	Buy