Kelly Financial Services’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 Q3	–	Sell	-119	Closed	-$13.1K	–	641
2024 Q2	$13.1K	Buy	119 +107	+892%	+$11.8K	﹤0.01%	386
2024 Q1	$1.33K	Sell	12 -408	-97%	-$45K	﹤0.01%	645
2023 Q4	$46.3K	Buy	420 +349	+492%	+$38.5K	0.02%	215
2023 Q3	$7.8K	Sell	71 -110	-61%	-$12.1K	﹤0.01%	406
2023 Q2	$20K	Buy	181 +63	+53%	+$6.95K	0.01%	287
2023 Q1	$13K	Sell	118 -356	-75%	-$39.2K	0.01%	319
2022 Q4	$52.2K	Sell	474 -620	-57%	-$68.1K	0.03%	165
2022 Q3	$120K	Buy	1,094 +628	+135%	+$69.1K	0.07%	101
2022 Q2	$51.3K	Buy	466 +182	+64%	+$20.1K	0.03%	158
2022 Q1	$31.3K	Buy	+284	New	+$31.3K	0.01%	228
2021 Q2	–	Sell	-280	Closed	-$30.9K	–	665
2021 Q1	$30.9K	Buy	+280	New	+$30.9K	0.02%	177
2020 Q4	–	Sell	-166	Closed	-$18.4K	–	614
2020 Q3	$18.4K	Hold	166	–	–	0.01%	186
2020 Q2	$18.4K	Hold	166	–	–	0.01%	173
2020 Q1	$18.4K	Buy	+166	New	+$18.4K	0.02%	145