Tru Independence Asset Management 2’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
2026 Q1	$1.33M	Sell	12,077 -10,069	-45%	-$1.11M	0.82%	32
2025 Q4	$2.44M	Sell	22,146 -1,882	-8%	-$208K	1.53%	21
2025 Q3	$2.65M	Sell	24,028 -540	-2%	-$59.6K	1.75%	20
2025 Q2	$2.71M	Buy	24,568 +768	+3%	+$84.7K	1.86%	20
2025 Q1	$2.63M	Sell	23,800 -35,014	-60%	-$3.86M	1.97%	16
2024 Q4	$6.48M	Sell	58,814 -152	-0.3%	-$16.8K	5.39%	4
2024 Q3	$6.52M	Buy	+58,966	New	+$6.51M	5.5%	4
2022 Q3	$10.3M	Buy	94,068 +79,598	+550%	+$8.76M	10.99%	2
2022 Q2	$1.59M	Buy	14,470 +10,274	+245%	+$1.13M	1.31%	19
2022 Q1	$463K	Hold	4,196	–	–	0.27%	47
2021 Q4	$463K	Buy	+4,196	New	+$463K	0.25%	72