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Wealth Effects’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealth Effects’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
3,447
+137
+4% +$11.4K 0.11% 159
2025
Q1 		$274K Hold
3,310
– – 0.12% 150
2024
Q4 		$271K Buy
+3,310
New +$271K 0.1% 173