Destiny Wealth Partners’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
2026 Q1	–	Hold	0	–	–	–	1139
2024 Q4	–	Sell	-43,475	Closed	-$4.81M	–	174
2024 Q3	$4.81M	Sell	43,475 -724	-2%	-$79.9K	0.84%	41
2024 Q2	$4.88M	Sell	44,199 -122,965	-74%	-$13.6M	0.88%	39
2024 Q1	$18.5M	Buy	167,164 +2,420	+1%	+$267K	3.31%	4
2023 Q4	$18.2M	Buy	164,744 +51,045	+45%	+$5.63M	3.41%	4
2023 Q3	$12.6M	Sell	113,699 -31,253	-22%	-$3.45M	2.54%	9
2023 Q2	$16M	Sell	144,952 -4,565	-3%	-$503K	3.06%	5
2023 Q1	$16.5M	Buy	149,517 +1,456	+1%	+$160K	3.42%	5
2022 Q4	$16.3M	Buy	+148,061	New	+$16.3M	3.52%	3
2021 Q1	–	Sell	-227	Closed	-$25K	–	567
2020 Q4	$25K	Buy	+227	New	+$25.1K	0.01%	344