Whalen Wealth 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	$370K	Buy	+4,460	New	+$370K	0.23%	124
2025 Q1	–	Sell	-4,641	Closed	-$380K	–	167
2024 Q4	$380K	Sell	4,641 -345,857	-99%	-$28.4M	0.26%	83
2024 Q3	$29.1M	Buy	350,498 +11,596	+3%	+$964K	20.61%	1
2024 Q2	$27.7M	Buy	+338,902	New	+$27.7M	21.93%	1