Lloyd Advisory 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
2026 Q1	$373K	Buy	3,380 +3,375	+67,500%	+$372K	0.11%	91
2025 Q4	$554	Buy	+5	New	+$551	﹤0.01%	512
2022 Q2	–	Sell	-46	Closed	-$5K	–	489
2022 Q1	$5K	Buy	46 +8	+21%	+$882	﹤0.01%	451
2021 Q4	$4K	Sell	38 -45	-54%	-$4.97K	﹤0.01%	360
2021 Q3	$9K	Sell	83 -7	-8%	-$773	﹤0.01%	295
2021 Q2	$10K	Sell	90 -146	-62%	-$16.1K	0.01%	282
2021 Q1	$26K	Buy	236 +168	+247%	+$18.6K	0.01%	196
2020 Q4	$8K	Buy	+68	New	+$7.52K	﹤0.01%	214
2020 Q3	–	Sell	-68,458	Closed	-$7.58M	–	379
2020 Q2	$7.58M	Sell	68,458 -416,505	-86%	-$46.2M	4.77%	4
2020 Q1	$53.8M	Buy	484,963 +484,691	+178,195%	+$53.6M	39.8%	1
2019 Q4	$30K	Buy	+272	New	+$30.1K	0.03%	166