Paulson 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 Q2	–	Sell	-93,675	Closed	-$10.3M	–	145
2025 Q1	$10.3M	Buy	93,675 +2,395	+3%	+$264K	2.91%	9
2024 Q4	$10.1M	Buy	91,280 +5,026	+6%	+$554K	2.74%	9
2024 Q3	$9.54M	Sell	86,254 -4,716	-5%	-$520K	2.55%	9
2024 Q2	$10.1M	Buy	90,970 +896	+1%	+$98.8K	2.93%	8
2024 Q1	$9.96M	Buy	90,074 +2,268	+3%	+$250K	2.93%	8
2023 Q4	$9.67M	Buy	87,806 +6,689	+8%	+$737K	3.1%	7
2023 Q3	$8.96M	Buy	81,117 +1,089	+1%	+$120K	3.13%	7
2023 Q2	$8.84M	Buy	80,028 +2,194	+3%	+$242K	3.02%	7
2023 Q1	$8.6M	Buy	77,834 +3,740	+5%	+$412K	3.82%	7
2022 Q4	$8.14M	Sell	74,094 -2,417	-3%	-$266K	3.97%	7
2022 Q3	$8.42M	Buy	+76,511	New	+$8.42M	4.53%	8