Future You Wealth’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
$14.8M Buy
134,271
+5,066
+4% +$559K 8.05% 4
2025
Q1
$14.3M Buy
129,205
+8,368
+7% +$924K 9.14% 3
2024
Q4
$13.3M Buy
+120,837
New +$13.3M 9.42% 2