Visionary Wealth 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 Q1	–	Sell	-1,927	Closed	-$212K	–	558
2024 Q4	$212K	Buy	1,927 +15	+0.8%	+$1.65K	0.01%	503
2024 Q3	$211K	Sell	1,912 -403	-17%	-$44.5K	0.01%	502
2024 Q2	$256K	Sell	2,315 -6,667	-74%	-$735K	0.02%	440
2024 Q1	$993K	Sell	8,982 -58	-0.6%	-$6.4K	0.07%	233
2023 Q4	$996K	Sell	9,040 -338	-4%	-$37.3K	0.07%	228
2023 Q3	$1.04M	Buy	9,378 +674	+8%	+$74.3K	0.08%	204
2023 Q2	$961K	Buy	8,704 +854	+11%	+$94.1K	0.08%	210
2023 Q1	$867K	Buy	7,850 +2,245	+40%	+$247K	0.07%	209
2022 Q4	$616K	Buy	5,605 +3,319	+145%	+$365K	0.06%	215
2022 Q3	$251K	Sell	2,286 -1,469	-39%	-$162K	0.03%	328
2022 Q2	$413K	Buy	3,755 +280	+8%	+$30.8K	0.04%	270
2022 Q1	$383K	Buy	+3,475	New	+$383K	0.03%	291
2021 Q1	–	Sell	-5,362	Closed	-$593K	–	328
2020 Q4	$593K	Sell	5,362 -1,703	-24%	-$188K	0.07%	173
2020 Q3	$782K	Buy	7,065 +5,144	+268%	+$570K	0.11%	133
2020 Q2	$213K	Buy	1,921 +4	+0.2%	+$443	0.03%	215
2020 Q1	$213K	Sell	1,917 -5,836	-75%	-$646K	0.04%	184
2019 Q4	$856K	Buy	+7,753	New	+$857K	0.15%	108