V2 Financial 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
$200K Buy
+2,418
New +$200K 0.12% 84
2022
Q1
Sell
-2,375
Closed -$203K 70
2021
Q4
$203K Sell
2,375
-125
-5% -$10.7K 0.16% 70
2021
Q3
$215K Hold
2,500
0.19% 56
2021
Q2
$215K Hold
2,500
0.18% 55
2021
Q1
$216K Hold
2,500
0.19% 52
2020
Q4
$216K Buy
+2,500
New +$216K 0.22% 60