RTD Financial Advisors’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	-3,421	Closed	-$283K	–	119
2025 Q1	$283K	Buy	3,421 +22	+0.6%	+$1.82K	0.04%	103
2024 Q4	$279K	Buy	3,399 +424	+14%	+$34.8K	0.04%	106
2024 Q3	$247K	Buy	2,975 +29	+1%	+$2.41K	0.03%	109
2024 Q2	$241K	Buy	+2,946	New	+$241K	0.03%	106