Sagespring Wealth 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
$545K Buy
6,574
+2,781
+73% +$230K 0.01% 416
2025
Q1
$314K Buy
3,793
+484
+15% +$40K 0.01% 502
2024
Q4
$271K Buy
+3,309
New +$271K 0.01% 504