IHT Wealth Management’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
2024 Q4	–	Sell	-2,163	Closed	-$239K	–	1191
2024 Q3	$239K	Sell	2,163 -274	-11%	-$30.2K	0.01%	1016
2024 Q2	$269K	Sell	2,437 -1,028	-30%	-$113K	0.01%	835
2024 Q1	$383K	Sell	3,465 -3,190	-48%	-$352K	0.02%	717
2023 Q4	$733K	Sell	6,655 -140	-2%	-$15.4K	0.03%	480
2023 Q3	$751K	Buy	6,795 +804	+13%	+$88.6K	0.04%	422
2023 Q2	$662K	Buy	5,991 +3,628	+154%	+$400K	0.03%	451
2023 Q1	$261K	Buy	2,363 +520	+28%	+$57.3K	0.01%	744
2022 Q4	$203K	Sell	1,843 -610	-25%	-$67K	0.01%	814
2022 Q3	$270K	Buy	2,453 +610	+33%	+$67.1K	0.02%	653
2022 Q2	$203K	Buy	1,843 +28	+2%	+$3.08K	0.02%	660
2022 Q1	$200K	Hold	1,815	–	–	0.02%	716
2021 Q4	$200K	Sell	1,815 -1,593	-47%	-$176K	0.01%	752
2021 Q3	$376K	Sell	3,408 -430	-11%	-$47.5K	0.03%	519
2021 Q2	$424K	Buy	3,838 +1,448	+61%	+$160K	0.03%	584
2021 Q1	$264K	Buy	+2,390	New	+$264K	0.02%	678
2020 Q1	–	Sell	-2,833	Closed	-$313K	–	645
2019 Q4	$313K	Buy	2,833 +28	+1%	+$3.1K	0.04%	437
2019 Q3	$310K	Buy	+2,805	New	+$310K	0.04%	422