Robertson Stephens 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
2024 Q2	–	Sell	-4,430	Closed	-$490K	–	531
2024 Q1	$490K	Sell	4,430 -3,996	-47%	-$441K	0.03%	344
2023 Q4	$928K	Buy	+8,426	New	+$929K	0.06%	233
2022 Q1	–	Sell	-2,383	Closed	-$263K	–	404
2021 Q4	$263K	Sell	2,383 -794	-25%	-$87.7K	0.02%	337
2021 Q3	$350K	Sell	3,177 -206	-6%	-$22.8K	0.04%	241
2021 Q2	$373K	Sell	3,383 -3,315	-49%	-$366K	0.04%	233
2021 Q1	$740K	Sell	6,698 -1,674	-20%	-$185K	0.12%	136
2020 Q4	$925K	Sell	8,372 -4,077	-33%	-$451K	0.19%	89
2020 Q3	$1.38M	Sell	12,449 -7,615	-38%	-$843K	0.34%	55
2020 Q2	$2.22M	Sell	20,064 -7,010	-26%	-$777K	0.64%	39
2020 Q1	$3.01M	Buy	+27,074	New	+$3M	1.03%	25