Willow Creek Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$227K	Hold	2,731	–	–	0.02%	166
2025 Q2	$226K	Hold	2,731	–	–	0.02%	157
2025 Q1	$226K	Hold	2,731	–	–	0.02%	144
2024 Q4	$224K	Sell	2,731 -806	-23%	-$66.3K	0.02%	145
2024 Q3	$294K	Hold	3,537	–	–	0.03%	131
2024 Q2	$289K	Hold	3,537	–	–	0.03%	126
2024 Q1	$289K	Sell	3,537 -136	-4%	-$11.1K	0.03%	124
2023 Q4	$301K	Hold	3,673	–	–	0.04%	114
2023 Q3	$297K	Buy	3,673 +611	+20%	+$49.5K	0.04%	105
2023 Q2	$248K	Buy	3,062 +59	+2%	+$4.82K	0.04%	125
2023 Q1	$247K	Sell	3,003 -221	-7%	-$18K	0.04%	115
2022 Q4	$262K	Buy	3,224 +493	+18%	+$40K	0.04%	108
2022 Q3	$222K	Buy	+2,731	New	+$225K	0.04%	110