Eagle Ridge Investment 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
2023 Q2	–	Sell	-4,887	Closed	-$540K	–	159
2023 Q1	$540K	Buy	4,887 +845	+21%	+$93.4K	0.06%	98
2022 Q4	$444K	Sell	4,042 -1,017	-20%	-$112K	0.05%	106
2022 Q3	$556K	Buy	+5,059	New	+$556K	0.07%	93