Executive 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
2021 Q2	–	Sell	-2,511	Closed	-$277K	–	202
2021 Q1	$277K	Sell	2,511 -149	-6%	-$16.4K	0.03%	161
2020 Q4	$294K	Sell	2,660 -39,584	-94%	-$4.38M	0.04%	143
2020 Q3	$4.68M	Sell	42,244 -210,094	-83%	-$23.3M	0.65%	34
2020 Q2	$27.9M	Buy	+252,338	New	+$27.9M	4.2%	5