Toth Financial Advisory’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 Q2	$329	Hold	4	–	–	﹤0.01%	864
2026 Q1	$331	Hold	4	–	–	﹤0.01%	859
2025 Q4	$332	Sell	4 -26	-87%	-$2.15K	﹤0.01%	829
2025 Q3	$2.49K	Hold	30	–	–	﹤0.01%	676
2025 Q2	$2.49K	Hold	30	–	–	﹤0.01%	619
2025 Q1	$2.48K	Sell	30 -50	-63%	-$4.11K	﹤0.01%	585
2024 Q4	$6.56K	Hold	80	–	–	﹤0.01%	493
2024 Q3	$6.65K	Hold	80	–	–	﹤0.01%	493
2024 Q2	$6.53K	Hold	80	–	–	﹤0.01%	501
2024 Q1	$6.54K	Hold	80	–	–	﹤0.01%	497
2023 Q4	$6.56K	Sell	80 -158	-66%	-$12.8K	﹤0.01%	499
2023 Q3	$19.3K	Buy	+238	New	+$19.3K	﹤0.01%	374
2022 Q3	–	Sell	-73	Closed	-$6K	–	788
2022 Q2	$6K	Hold	73	–	–	﹤0.01%	492
2022 Q1	$6K	Hold	73	–	–	﹤0.01%	526
2021 Q4	$6K	Hold	73	–	–	﹤0.01%	550
2021 Q3	$6K	Hold	73	–	–	﹤0.01%	545
2021 Q2	$6K	Hold	73	–	–	﹤0.01%	499
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	507
2020 Q4	$6K	Hold	73	–	–	﹤0.01%	452
2020 Q3	$6K	Sell	73 -145	-67%	-$12.5K	﹤0.01%	419
2020 Q2	$19K	Hold	218	–	–	﹤0.01%	288
2020 Q1	$19K	Hold	218	–	–	0.01%	233
2019 Q4	$18K	Hold	218	–	–	﹤0.01%	266
2019 Q3	$18K	Hold	218	–	–	﹤0.01%	283
2019 Q2	$18K	Hold	218	–	–	﹤0.01%	280
2019 Q1	$18K	Hold	218	–	–	﹤0.01%	267
2018 Q4	$18K	Hold	218	–	–	﹤0.01%	250
2018 Q3	$18K	Hold	218	–	–	﹤0.01%	274
2018 Q2	$18K	Hold	218	–	–	﹤0.01%	277
2018 Q1	$18K	Sell	218 -35	-14%	-$2.92K	﹤0.01%	279
2017 Q4	$21K	Buy	+253	New	+$21.3K	0.01%	272

Other funds holding SHY