Alexis Investment Partners’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
$2.67M Sell
24,162
-10,818
-31% -$1.19M 1.15% 18
2025
Q1
$3.86M Sell
34,980
-1,090
-3% -$120K 1.85% 15
2024
Q4
$3.97M Buy
+36,070
New +$3.97M 1.94% 15