Perennial Investment 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	–	Sell	-2,711	Closed	-$224K	–	471
2025 Q1	$224K	Buy	+2,711	New	+$224K	0.03%	378