Cherrydale Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,788	Closed	-$529K	–	77
2024 Q2	$529K	Sell	4,788 -3,560	-43%	-$393K	0.23%	34
2024 Q1	$923K	Sell	8,348 -17,439	-68%	-$1.93M	0.43%	27
2023 Q4	$2.84M	Buy	25,787 +12,262	+91%	+$1.35M	1.48%	11
2023 Q3	$1.49M	Buy	+13,525	New	+$1.49M	0.89%	15