SpringVest Wealth Management’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
$2.19M Buy
26,452
+6,278
+31% +$520K 1.77% 14
2025
Q1
$1.67M Buy
20,174
+750
+4% +$62K 1.38% 15
2024
Q4
$1.59M Buy
+19,424
New +$1.59M 1.36% 15