Park Square Financial Group’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
$259K Buy
3,129
+1,592
+104% +$132K 0.19% 84
2025
Q1
$127K Sell
1,537
-918
-37% -$75.9K 0.1% 140
2024
Q4
$201K Buy
+2,455
New +$201K 0.14% 88