United Advisor Group’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	$357K	Buy	+4,303	New	+$357K	0.06%	288
2024 Q3	–	Sell	-2,471	Closed	-$202K	–	353
2024 Q2	$202K	Sell	2,471 -200	-7%	-$16.3K	0.06%	255
2024 Q1	$218K	Buy	+2,671	New	+$218K	0.08%	198