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

Edge Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$297K	Sell
2024 Q3	$1.17M	Sell
2024 Q2	$1.37M	Sell
2024 Q1	$1.58M	Sell
2023 Q4	$1.81M	Sell
2023 Q3	$3.4M	Sell
2023 Q2	$3.77M	Buy