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Oak Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oak Wealth Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,850
Closed -$316K – 58
2024
Q4 		$316K Buy
+3,850
New +$316K 0.24% 48