Vantage Financial Partners (Wisconsin)’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	$745K	Sell	8,992 -1,785	-17%	-$148K	0.17%	84
2025 Q1	$892K	Sell	10,777 -17,661	-62%	-$1.46M	0.22%	65
2024 Q4	$2.33M	Buy	28,438 +10,557	+59%	+$865K	0.58%	28
2024 Q3	$1.49M	Buy	17,881 +11,135	+165%	+$926K	0.37%	37
2024 Q2	$551K	Buy	+6,746	New	+$551K	0.14%	80