Principal Financial Group’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	-15,015	Closed	-$1.65M	–	2212
2024 Q4	$1.65M	Buy	15,015 +5,625	+60%	+$620K	﹤0.01%	1817
2024 Q3	$1.04M	Sell	9,390 -10,050	-52%	-$1.11M	﹤0.01%	1851
2024 Q2	$2.15M	Buy	19,440 +8,575	+79%	+$946K	﹤0.01%	1755
2024 Q1	$1.2M	Sell	10,865 -14,385	-57%	-$1.59M	﹤0.01%	1845
2023 Q4	$2.78M	Buy	25,250 +2,750	+12%	+$303K	﹤0.01%	1717
2023 Q3	$2.49M	Sell	22,500 -21,200	-49%	-$2.34M	﹤0.01%	1724
2023 Q2	$4.83M	Buy	43,700 +7,993	+22%	+$881K	﹤0.01%	1532
2023 Q1	$3.95M	Buy	35,707 +12,332	+53%	+$1.36M	﹤0.01%	1615
2022 Q4	$2.57M	Buy	+23,375	New	+$2.57M	﹤0.01%	1719
2020 Q1	–	Sell	-2,736	Closed	-$302K	–	2246
2019 Q4	$302K	Sell	2,736 -568	-17%	-$62.8K	﹤0.01%	2055
2019 Q3	$365K	Sell	3,304 -2,232	-40%	-$247K	﹤0.01%	2016
2019 Q2	$613K	Buy	5,536 +31	+0.6%	+$3.42K	﹤0.01%	1921
2019 Q1	$609K	Buy	+5,505	New	+$608K	﹤0.01%	1895