GC Wealth Management RIA’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
$224K Buy
2,028
+203
+11% +$22.4K 0.02% 496
2025
Q1
$202K Buy
+1,825
New +$202K 0.04% 299