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Wealthedge Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.81M Sell
33,944
-502
-1% -$41.6K 1.17% 23
2025
Q1
$2.85M Buy
34,446
+4,871
+16% +$403K 1.29% 20
2024
Q4
$2.42M Buy
+29,575
New +$2.42M 1.09% 22