AWM
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Apex Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Apex Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.7M Sell
78,832
-32,910
-29% -$3.63M 6.98% 3
2025
Q1 		$12.3M Buy
111,742
+89,758
+408% +$9.91M 11.1% 1
2024
Q4 		$2.42M Buy
+21,984
New +$2.42M 2.09% 19