Phillips Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Phillips Financial Management’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.8K	Hold
2025 Q2	$26.8K	Hold
2025 Q1	$26.8K	Hold
2024 Q4	$26.8K	Hold
2024 Q3	$26.9K	Hold
2024 Q2	$26.9K	Hold
2024 Q1	$26.9K	Buy
2023 Q4	$3.19K	Buy
2022 Q4	–	Sell
2022 Q3	$28K	Buy