Gallagher Fiduciary Advisors’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	$4.84K	Buy	479,208 +474,863	+10,929%	+$52.4M	﹤0.01%	339
2025 Q4	$479K	Hold	4,345	–	–	0.02%	192
2025 Q3	$480K	Sell	4,345 -464,910	-99%	-$51.3M	0.02%	165
2025 Q2	$5.57K	Buy	469,255 +464,811	+10,459%	+$51.2M	﹤0.01%	327
2025 Q1	$491K	Buy	+4,444	New	+$490K	0.02%	155
2024 Q2	–	Sell	-54,981	Closed	-$6.08M	–	277
2024 Q1	$6.08M	Sell	54,981 -625	-1%	-$69K	0.22%	23
2023 Q4	$6.12M	Buy	55,606 +620	+1%	+$68.3K	0.21%	22
2023 Q3	$6.07M	Buy	54,986 +39,191	+248%	+$4.32M	0.53%	20
2023 Q2	$1.75M	Buy	15,795 +1,035	+7%	+$114K	0.13%	42
2023 Q1	$1.63M	Buy	+14,760	New	+$1.63M	0.13%	42