1620 Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	47,130 +27,759	+143%	+$695K	0.84%	25
2025 Q1	$482K	Buy	19,371 +13,845	+251%	+$344K	0.37%	82
2024 Q4	$134K	Buy	5,526 +90	+2%	+$2.19K	0.1%	186
2024 Q3	$138K	Buy	5,436 +1,710	+46%	+$43.3K	0.1%	183
2024 Q2	$90.9K	Buy	+3,726	New	+$90.9K	0.07%	228