Norris Financial Group, LLC’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
$19.8M Buy
2025
Q4
$3.69M Sell
2025
Q3
$6.09M Sell
2025
Q2
$7.79M Sell
2025
Q1
$11.6M Buy