Acorn Financial Advisory Services’s 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
2023 Q4	–	Sell	-2,585	Closed	-$286K	–	252
2023 Q3	$286K	Buy	+2,585	New	+$285K	0.05%	195
2022 Q4	–	Sell	-2,851	Closed	-$314K	–	224
2022 Q3	$314K	Buy	2,851 +326	+13%	+$35.9K	0.07%	167
2022 Q2	$278K	Buy	2,525 +37	+1%	+$4.08K	0.07%	168
2022 Q1	$275K	Hold	2,488	–	–	0.06%	192
2021 Q4	$275K	Hold	2,488	–	–	0.06%	186
2021 Q3	$275K	Hold	2,488	–	–	0.09%	183
2021 Q2	$275K	Buy	+2,488	New	+$275K	0.08%	204
2021 Q1	–	Sell	-2,488	Closed	-$275K	–	221
2020 Q4	$275K	Hold	2,488	–	–	0.11%	183
2020 Q3	$276K	Hold	2,488	–	–	0.14%	169
2020 Q2	$276K	Buy	2,488 +450	+22%	+$49.9K	0.19%	156
2020 Q1	$226K	Hold	2,038	–	–	0.22%	139
2019 Q4	$225K	Buy	+2,038	New	+$225K	0.19%	151