Semmax Financial Advisors’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	$101K	Sell	914 -474	-34%	-$52.3K	0.03%	158
2025 Q1	$153K	Buy	1,388 +13	+0.9%	+$1.43K	0.04%	132
2024 Q4	$152K	Buy	1,375 +14	+1%	+$1.54K	0.04%	129
2024 Q3	$150K	Buy	1,361 +16	+1%	+$1.77K	0.04%	127
2024 Q2	$148K	Sell	1,345 -2,483	-65%	-$274K	0.04%	126
2024 Q1	$422K	Sell	3,828 -100,385	-96%	-$11.1M	0.14%	103
2023 Q4	$11.5M	Sell	104,213 -7,755	-7%	-$855K	4.18%	2
2023 Q3	$12.3M	Buy	+111,968	New	+$12.3M	4.94%	2
2022 Q4	$9.75M	Buy	88,523 +2,097	+2%	+$230K	3.89%	2
2022 Q3	$9.49M	Buy	86,426 +11,893	+16%	+$1.31M	4.02%	2
2022 Q2	$8.2M	Buy	74,533 +55,847	+299%	+$6.15M	3.34%	2
2022 Q1	$2.06M	Buy	18,686 +14,339	+330%	+$1.58M	0.81%	50
2021 Q4	$480K	Buy	4,347 +2,072	+91%	+$229K	0.18%	93
2021 Q3	$251K	Buy	2,275 +83	+4%	+$9.17K	0.09%	100
2021 Q2	$242K	Sell	2,192 -96	-4%	-$10.6K	0.08%	102
2021 Q1	$253K	Sell	2,288 -94	-4%	-$10.4K	0.09%	99
2020 Q4	$263K	Buy	2,382 +1,002	+73%	+$111K	0.11%	100
2020 Q3	$153K	Buy	1,380 +340	+33%	+$37.6K	0.07%	96
2020 Q2	$115K	Buy	1,040 +86	+9%	+$9.53K	0.06%	97
2020 Q1	$106K	Buy	+954	New	+$106K	0.07%	96