| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY | 50.3% | 50.24% | $11.9M | 2.0M | $11.8M | 2.0M | 00.00% | Unchanged | |
| IISHARES TRIEI | 49.7% | 49.76% | $11.8M | 82,000 | $11.7M | 82,000 | 00.00% | Unchanged |