Williams Jones 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	$224K	Buy	+2,701	New	+$224K	﹤0.01%	462
2024 Q4	–	Sell	-16,072	Closed	-$1.34M	–	537
2024 Q3	$1.34M	Buy	+16,072	New	+$1.34M	0.02%	233