Wernau Asset Management’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	$325K	Sell	3,918 -218	-5%	-$18.1K	0.23%	36
2025 Q1	$342K	Sell	4,136 -259	-6%	-$21.4K	0.27%	36
2024 Q4	$360K	Buy	+4,395	New	+$360K	0.27%	35