Callan Family Office’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	$961K	Sell	8,706 -1,135	-12%	-$125K	0.03%	412
2025 Q1	$1.09M	Sell	9,841 -3,391	-26%	-$375K	0.08%	205
2024 Q4	$1.46M	Buy	13,232 +2,047	+18%	+$225K	0.09%	185
2024 Q3	$1.24M	Buy	11,185 +35	+0.3%	+$3.87K	0.21%	58
2024 Q2	$1.23M	Buy	+11,150	New	+$1.23M	0.24%	51