Summit 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	–	Sell	-4,537	Closed	-$375K	–	216
2025 Q1	$375K	Buy	+4,537	New	+$375K	0.08%	151
2021 Q2	–	Sell	-4,229	Closed	-$365K	–	158
2021 Q1	$365K	Buy	+4,229	New	+$365K	0.09%	105