Valley 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
$259K Buy
+3,122
New +$259K 0.16% 47
2024
Q3
Sell
-3,164
Closed -$258K 59
2024
Q2
$258K Buy
+3,164
New +$258K 0.19% 47