New Wave 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	$1.14M	Sell	13,802 -4,494	-25%	-$372K	0.49%	43
2025 Q1	$1.51M	Buy	18,296 +826	+5%	+$68.3K	0.68%	37
2024 Q4	$1.43M	Buy	17,470 +13,280	+317%	+$1.09M	0.59%	38
2024 Q3	$348K	Sell	4,190 -2,000	-32%	-$166K	0.16%	95
2024 Q2	$505K	Buy	+6,190	New	+$505K	0.27%	62