Capital Analysts LLC’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
2025 Q2	–	Sell	-37	Closed	-$4K	–	1421
2025 Q1	$4K	Buy	+37	New	+$4.08K	﹤0.01%	1266
2024 Q2	–	Sell	-176	Closed	-$19K	–	1233
2024 Q1	$19K	Buy	+176	New	+$19.4K	﹤0.01%	836
2023 Q3	–	Sell	-495	Closed	-$55K	–	1197
2023 Q2	$55K	Buy	+495	New	+$54.6K	﹤0.01%	566
2023 Q1	–	Sell	-222	Closed	-$24K	–	1071
2022 Q4	$24K	Sell	222 -65,557	-100%	-$7.21M	﹤0.01%	731
2022 Q3	$7.24M	Buy	65,779 +5,399	+9%	+$594K	0.5%	36
2022 Q2	$6.65M	Buy	60,380 +22,997	+62%	+$2.53M	0.46%	42
2022 Q1	$4.12M	Buy	+37,383	New	+$4.12M	0.26%	80
2020 Q4	–	Sell	-183	Closed	-$20K	–	797
2020 Q3	$20K	Hold	183	–	–	﹤0.01%	504
2020 Q2	$20K	Sell	183 -82	-31%	-$9.09K	﹤0.01%	475
2020 Q1	$29K	Hold	265	–	–	﹤0.01%	405
2019 Q4	$29K	Hold	265	–	–	﹤0.01%	458
2019 Q3	$29K	Buy	+265	New	+$29.3K	﹤0.01%	448