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Synergy Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Synergy Asset Management’s Portfolio SHY Stock Details SHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$958K Buy
11,561
+113
+1% +$9.36K 0.11% 95
2025
Q1 		$947K Buy
11,448
+6,638
+138% +$549K 0.12% 91
2024
Q4 		$394K Buy
+4,810
New +$394K 0.03% 163