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Principia Wealth Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Principia Wealth Advisory’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
Q2 		$2.87M Sell
34,673
-12,555
-27% -$1.04M 2.43% 13
2025
Q1 		$3.9M Buy
47,228
+11,523
+32% +$952K 3.74% 9
2024
Q4 		$2.93M Buy
+35,705
New +$2.93M 2.75% 13