Retirement Financial Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-63,336	Closed	-$5.25M	–	49
2025 Q2	$5.25M	Buy	63,336 +1,263	+2%	+$104K	1.85%	18
2025 Q1	$5.14M	Buy	62,073 +11,543	+23%	+$949K	2%	18
2024 Q4	$4.14M	Sell	50,530 -3,394	-6%	-$279K	2.23%	13
2024 Q3	$4.48M	Buy	53,924 +192	+0.4%	+$15.8K	1.96%	15
2024 Q2	$4.39M	Sell	53,732 -1,297	-2%	-$106K	2.06%	15
2024 Q1	$4.5M	Sell	55,029 -5,918	-10%	-$484K	2.31%	15
2023 Q4	$5M	Sell	60,947 -1,022	-2%	-$83.1K	2.83%	14
2023 Q3	$5.02M	Sell	61,969 -16,649	-21%	-$1.35M	3.38%	12
2023 Q2	$6.37M	Buy	78,618 +9,987	+15%	+$817K	4.38%	11
2023 Q1	$5.64M	Sell	68,631 -5,908	-8%	-$482K	4.48%	11
2022 Q4	$6.05M	Buy	+74,539	New	+$6.05M	5.14%	9