Sunburst Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,717	Closed	-$556K	–	138
2025 Q4	$556K	Buy	+6,717	New	+$557K	0.11%	67
2024 Q1	–	Sell	-2,965	Closed	-$243K	–	111
2023 Q4	$243K	Hold	2,965	–	–	0.08%	89
2023 Q3	$240K	Sell	2,965 -57	-2%	-$4.62K	0.08%	80
2023 Q2	$245K	Sell	3,022 -90	-3%	-$7.36K	0.09%	81
2023 Q1	$256K	Sell	3,112 -3,249	-51%	-$265K	0.09%	81
2022 Q4	$516K	Sell	6,361 -1,082	-15%	-$87.8K	0.21%	57
2022 Q3	$604K	Sell	7,443 -308	-4%	-$25.3K	0.29%	42
2022 Q2	$642K	Sell	7,751 -1,776	-19%	-$147K	0.31%	44
2022 Q1	$794K	Buy	9,527 +2,113	+29%	+$179K	0.39%	32
2021 Q4	$634K	Buy	+7,414	New	+$636K	0.32%	39