Disciplined Investments’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 Q3	–	Sell	-1,553	Closed	-$172K	–	1304
2023 Q2	$172K	Sell	1,553 -12,424	-89%	-$1.37M	0.09%	122
2023 Q1	$1.54M	Hold	13,977	–	–	0.65%	44
2022 Q4	$1.54M	Buy	13,977 +13,149	+1,588%	+$1.45M	0.75%	38
2022 Q3	$91K	Buy	828 +263	+47%	+$28.9K	0.04%	166
2022 Q2	$62K	Hold	565	–	–	0.03%	201
2022 Q1	$62K	Hold	565	–	–	0.03%	207
2021 Q4	$62K	Hold	565	–	–	0.03%	191
2021 Q3	$62K	Hold	565	–	–	0.03%	182
2021 Q2	$62K	Hold	565	–	–	0.03%	183
2021 Q1	$62K	Buy	565 +54	+11%	+$5.97K	0.04%	167
2020 Q4	$56K	Buy	511 +72	+16%	+$7.96K	0.04%	145
2020 Q3	$49K	Hold	439	–	–	0.04%	159
2020 Q2	$49K	Hold	439	–	–	0.04%	166
2020 Q1	$49K	Hold	439	–	–	0.05%	156
2019 Q4	$48K	Buy	+439	New	+$48.5K	0.04%	168