PMG Wealth Management’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
$2.29M Sell
27,717
-765
-3% -$63.2K 1.89% 18
2025
Q1
$2.35M Buy
28,482
+350
+1% +$28.9K 2.49% 13
2024
Q4
$2.31M Buy
+28,132
New +$2.31M 2.1% 18