Root Financial Partners’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	$810K	Sell	9,779 -1,091	-10%	-$90.4K	0.08%	86
2025 Q1	$899K	Buy	10,870 +767	+8%	+$63.5K	0.1%	75
2024 Q4	$828K	Buy	+10,103	New	+$828K	0.1%	76