55I LLC’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$5.07M Buy
2021
Q4
$3.22M Sell
2021
Q3
$4.5M Sell
2021
Q2
$6M Buy
2021
Q1
$3.22M Buy
2020
Q4
$3.11M Sell
2020
Q3
$3.67M Sell
2020
Q2
$5.73M Sell
2020
Q1
$7.37M Buy
2019
Q4
$2.86M Sell
2019
Q3
$8.17M Buy
2019
Q2
$4.77M Buy
2019
Q1
$1.04M Sell
2018
Q4
$2.09M Buy