Laidlaw 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
2025 Q1	–	Sell	-51,675	Closed	-$5.69M	–	141
2024 Q4	$5.69M	Buy	51,675 +9,586	+23%	+$1.06M	2.48%	5
2024 Q3	$4.66M	Buy	42,089 +520	+1%	+$57.4K	2.3%	7
2024 Q2	$4.59M	Buy	41,569 +1,001	+2%	+$110K	2.52%	6
2024 Q1	$4.48M	Buy	40,568 +3,673	+10%	+$405K	2.5%	5
2023 Q4	$4.06M	Sell	36,895 -9,329	-20%	-$1.03M	1.48%	9
2023 Q3	$5.11M	Sell	46,224 -3,018	-6%	-$333K	1.69%	5
2023 Q2	$5.44M	Buy	49,242 +3,373	+7%	+$372K	1.06%	14
2023 Q1	$5.07M	Buy	45,869 +4,980	+12%	+$549K	1.03%	14
2022 Q4	$4.49M	Sell	40,889 -2,727	-6%	-$300K	0.96%	16
2022 Q3	$4.8M	Buy	43,616 +5,144	+13%	+$566K	1.12%	14
2022 Q2	$4.24M	Buy	38,472 +34,440	+854%	+$3.79M	0.86%	21
2022 Q1	$445K	Buy	4,032 +1,363	+51%	+$150K	0.07%	237
2021 Q4	$295K	Buy	+2,669	New	+$295K	0.05%	311