Spartan Planning & Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Spartan Planning & Wealth Management’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
2025 Q3	$1.53M	Sell
2025 Q2	$4.66M	Sell
2025 Q1	$9.01M	Buy
2023 Q4	$4.17M	Buy
2023 Q3	$324	Buy
2022 Q4	$325	Hold
2022 Q3	$0	Sell
2022 Q2	$1.33M	Buy
2022 Q1	$48K	Buy