Roman Butler Fullerton & Co’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	-5,627	Closed	-$465K	–	265
2025 Q1	$465K	Buy	+5,627	New	+$465K	0.18%	128
2022 Q2	–	Sell	-3,212	Closed	-$268K	–	196
2022 Q1	$268K	Buy	3,212 +246	+8%	+$20.5K	0.12%	169
2021 Q4	$254K	Buy	+2,966	New	+$254K	0.11%	164