Two West Capital Advisors’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
$345K Sell
4,175
-304
-7% -$25.1K 0.23% 64
2025
Q1
$369K Sell
4,479
-3,469
-44% -$286K 0.31% 47
2024
Q4
$652K Buy
7,948
+1,763
+29% +$145K 0.56% 31
2024
Q3
$514K Buy
+6,185
New +$514K 0.42% 36