EverSource Wealth Advisors’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
$69 Hold
1
﹤0.01% 4159
2025
Q1
$69 Sell
1
-10
-91% -$690 ﹤0.01% 3868
2024
Q4
$1.18K Buy
+11
New +$1.18K ﹤0.01% 2904
2024
Q1
Sell
-737
Closed -$81.2K 2991
2023
Q4
$81.2K Buy
+737
New +$81.2K 0.01% 720