NewSquare Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-298	Closed	-$24.7K	–	1064
2025 Q2	$24.7K	Hold	298	–	–	﹤0.01%	439
2025 Q1	$24.7K	Buy	+298	New	+$24.5K	﹤0.01%	319
2023 Q1	–	Sell	-75	Closed	-$6.09K	–	956
2022 Q4	$6.09K	Sell	75 -5	-6%	-$406	﹤0.01%	349
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	296
2022 Q2	$7K	Hold	80	–	–	﹤0.01%	266
2022 Q1	$7K	Buy	80 +75	+1,500%	+$6.34K	﹤0.01%	285
2021 Q4	$0	Hold	5	–	–	﹤0.01%	395
2021 Q3	$0	Hold	5	–	–	﹤0.01%	386
2021 Q2	$0	Hold	5	–	–	﹤0.01%	377
2021 Q1	$0	Hold	5	–	–	﹤0.01%	363
2020 Q4	$0	Sell	5 -60	-92%	-$5.18K	﹤0.01%	391
2020 Q3	$6K	Hold	65	–	–	﹤0.01%	256
2020 Q2	$6K	Hold	65	–	–	﹤0.01%	252
2020 Q1	$6K	Sell	65 -134,634	-100%	-$11.5M	﹤0.01%	268
2019 Q4	$11.4M	Buy	134,699 +2,620	+2%	+$222K	1.89%	17
2019 Q3	$11.2M	Sell	132,079 -1,185	-0.9%	-$100K	2.03%	16
2019 Q2	$11.3M	Buy	133,264 +443	+0.3%	+$37.3K	2.06%	16
2019 Q1	$11.2M	Buy	132,821 +1,375	+1%	+$115K	2.13%	16
2018 Q4	$11M	Buy	+131,446	New	+$10.9M	2.32%	15