Triad 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
-2,970
Closed -$246K 294
2025
Q1
$246K Buy
+2,970
New +$246K 0.08% 180
2024
Q3
Sell
-71
Closed -$5.8K 756
2024
Q2
$5.8K Buy
+71
New +$5.8K ﹤0.01% 537