Stockman Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,971	Closed	-$218K	–	182
2024 Q1	$218K	Buy	+1,971	New	+$218K	0.04%	164
2022 Q3	–	Sell	-5,200	Closed	-$573K	–	181
2022 Q2	$573K	Hold	5,200	–	–	0.15%	90
2022 Q1	$573K	Hold	5,200	–	–	0.12%	97
2021 Q4	$574K	Hold	5,200	–	–	0.12%	105
2021 Q3	$574K	Hold	5,200	–	–	0.13%	104
2021 Q2	$575K	Hold	5,200	–	–	0.14%	101
2021 Q1	$575K	Hold	5,200	–	–	0.16%	94
2020 Q4	$575K	Buy	5,200 +1,200	+30%	+$133K	0.18%	91
2020 Q3	$443K	Hold	4,000	–	–	0.16%	94
2020 Q2	$443K	Hold	4,000	–	–	0.17%	100
2020 Q1	$444K	Hold	4,000	–	–	0.2%	83
2019 Q4	$442K	Hold	4,000	–	–	0.16%	99
2019 Q3	$442K	Hold	4,000	–	–	0.17%	99
2019 Q2	$443K	Hold	4,000	–	–	0.18%	96
2019 Q1	$442K	Sell	4,000 -1,000	-20%	-$111K	0.19%	91
2018 Q4	$552K	Hold	5,000	–	–	0.26%	74
2018 Q3	$552K	Hold	5,000	–	–	0.24%	79
2018 Q2	$552K	Hold	5,000	–	–	0.25%	77
2018 Q1	$552K	Sell	5,000 -500	-9%	-$55.2K	0.25%	76
2017 Q4	$606K	Hold	5,500	–	–	0.27%	75
2017 Q3	$607K	Hold	5,500	–	–	0.29%	77
2017 Q2	$607K	Hold	5,500	–	–	0.61%	55
2017 Q1	$607K	Hold	5,500	–	–	0.35%	59
2016 Q4	$607K	Hold	5,500	–	–	0.37%	59
2016 Q3	$607K	Buy	+5,500	New	+$607K	0.38%	62