IWA

IVC Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,648	Closed	-$624K	–	154
2021 Q4	$624K	Sell	5,648 -391	-6%	-$43.2K	0.4%	63
2021 Q3	$667K	Buy	6,039 +1,975	+49%	+$218K	0.46%	57
2021 Q2	$449K	Buy	+4,064	New	+$449K	0.32%	80