TCFG 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
$521K Buy
6,282
+1,999
+47% +$166K 0.24% 117
2025
Q1
$354K Buy
4,283
+26
+0.6% +$2.15K 0.18% 142
2024
Q4
$349K Sell
4,257
-331
-7% -$27.1K 0.18% 141
2024
Q3
$381K Buy
+4,588
New +$381K 0.19% 127