SIMA Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SIMA Wealth Partners’s Portfolio SHY Stock Details SHY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Sell
2025 Q4	$170K	Hold
2025 Q3	$170K	Sell
2025 Q2	$173K	Buy
2025 Q1	$137K	Sell
2024 Q4	$136K	Sell
2024 Q3	$142K	Hold
2024 Q2	$139K	Buy