Cypress Advisory Group’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
$23.2M Sell
210,532
-15,824
-7% -$1.75M 18.04% 1
2025
Q1
$25M Buy
226,356
+31,689
+16% +$3.5M 22.81% 1
2024
Q4
$21.4M Buy
+194,667
New +$21.4M 19.72% 1