Whittier Trust’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
2025 Q2	$1.03M	Sell	9,320 -224	-2%	-$24.7K	0.01%	381
2025 Q1	$1.05M	Hold	9,544	–	–	0.01%	373
2024 Q4	$1.05M	Hold	9,544	–	–	0.01%	377
2024 Q3	$1.06M	Buy	9,544 +87	+0.9%	+$9.63K	0.01%	374
2024 Q2	$1.04M	Sell	9,457 -490	-5%	-$54.1K	0.01%	355
2024 Q1	$1.1M	Sell	9,947 -6,553	-40%	-$724K	0.02%	347
2023 Q4	$1.82M	Buy	16,500 +15,592	+1,717%	+$1.72M	0.03%	277
2023 Q3	$100K	Buy	908 +418	+85%	+$46.2K	﹤0.01%	775
2023 Q2	$54.1K	Sell	490 -67	-12%	-$7.4K	﹤0.01%	914
2023 Q1	$61.5K	Sell	557 -650	-54%	-$71.8K	﹤0.01%	929
2022 Q4	$133K	Sell	1,207 -15	-1%	-$1.65K	﹤0.01%	742
2022 Q3	$134K	Buy	1,222 +490	+67%	+$53.7K	﹤0.01%	731
2022 Q2	$81K	Hold	732	–	–	﹤0.01%	851
2022 Q1	$81K	Hold	732	–	–	﹤0.01%	879
2021 Q4	$81K	Buy	732 +82	+13%	+$9.07K	﹤0.01%	865
2021 Q3	$72K	Hold	650	–	–	﹤0.01%	854
2021 Q2	$72K	Hold	650	–	–	﹤0.01%	864
2021 Q1	$72K	Hold	650	–	–	﹤0.01%	849
2020 Q4	$72K	Hold	650	–	–	﹤0.01%	780
2020 Q3	$72K	Hold	650	–	–	﹤0.01%	765
2020 Q2	$72K	Hold	650	–	–	﹤0.01%	735
2020 Q1	$72K	Hold	650	–	–	﹤0.01%	731
2019 Q4	$72K	Hold	650	–	–	﹤0.01%	765
2019 Q3	$72K	Hold	650	–	–	﹤0.01%	754
2019 Q2	$72K	Hold	650	–	–	﹤0.01%	718
2019 Q1	$72K	Hold	650	–	–	﹤0.01%	713
2018 Q4	$72K	Hold	650	–	–	﹤0.01%	703
2018 Q3	$72K	Hold	650	–	–	﹤0.01%	700
2018 Q2	$72K	Hold	650	–	–	﹤0.01%	690
2018 Q1	$72K	Hold	650	–	–	﹤0.01%	699
2017 Q4	$72K	Hold	650	–	–	﹤0.01%	677
2017 Q3	$72K	Hold	650	–	–	﹤0.01%	672
2017 Q2	$72K	Hold	650	–	–	﹤0.01%	641
2017 Q1	$72K	Hold	650	–	–	﹤0.01%	645
2016 Q4	$72K	Buy	+650	New	+$72K	﹤0.01%	645