TriaGen Wealth Management’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	$1.79M	Buy	21,721 +85	+0.4%	+$7.04K	0.49%	48
2025 Q4	$1.79M	Buy	21,636 +20	+0.1%	+$1.66K	0.46%	53
2025 Q3	$1.79M	Buy	21,616 +1,070	+5%	+$88.5K	0.47%	67
2025 Q2	$1.7M	Buy	20,546 +1,251	+6%	+$103K	0.52%	59
2025 Q1	$1.6M	Buy	19,295 +1,819	+10%	+$150K	0.56%	51
2024 Q4	$1.43M	Buy	17,476 +551	+3%	+$45.3K	0.48%	56
2024 Q3	$1.41M	Buy	16,925 +216	+1%	+$17.8K	0.47%	57
2024 Q2	$1.36M	Buy	16,709 +878	+6%	+$71.4K	0.53%	54
2024 Q1	$1.29M	Sell	15,831 -9,374	-37%	-$767K	0.54%	54
2023 Q4	$2.07M	Sell	25,205 -2,497	-9%	-$203K	0.99%	32
2023 Q3	$2.24M	Buy	27,702 +1,752	+7%	+$142K	1.14%	22
2023 Q2	$2.1M	Buy	25,950 +427	+2%	+$34.9K	0.96%	23
2023 Q1	$2.1M	Buy	25,523 +4,062	+19%	+$331K	1.05%	24
2022 Q4	$1.74M	Buy	21,461 +484	+2%	+$39.3K	0.97%	28
2022 Q3	$1.7M	Buy	20,977 +17,305	+471%	+$1.42M	0.94%	30
2022 Q2	$304K	Buy	3,672 +85	+2%	+$7.05K	0.22%	110
2022 Q1	$299K	Buy	3,587 +933	+35%	+$78.8K	0.16%	139
2021 Q4	$227K	Buy	2,654 +4	+0.2%	+$343	0.11%	166
2021 Q3	$228K	Buy	2,650 +27	+1%	+$2.33K	0.12%	166
2021 Q2	$226K	Buy	+2,623	New	+$226K	0.12%	165