YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-32	Closed	-$4K	–	556
2019 Q2	$4K	Hold	32	–	–	﹤0.01%	674
2019 Q1	$4K	Hold	32	–	–	﹤0.01%	673
2018 Q4	$4K	Hold	32	–	–	﹤0.01%	651
2018 Q3	$4K	Hold	32	–	–	﹤0.01%	677
2018 Q2	$4K	Hold	32	–	–	﹤0.01%	711
2018 Q1	$4K	Sell	32 -165	-84%	-$18.2K	﹤0.01%	703
2017 Q4	$22K	Sell	197 -31	-14%	-$3.42K	0.01%	486
2017 Q3	$25K	Hold	228	–	–	0.01%	467
2017 Q2	$25K	Hold	228	–	–	0.01%	459
2017 Q1	$25K	Buy	228 +196	+613%	+$21.6K	0.01%	456
2016 Q4	$4K	Buy	+32	New	+$3.53K	﹤0.01%	694