HB Wealth Management’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
$2.15M Sell
19,437
-3,871
-17% -$427K 0.02% 350
2025
Q1
$2.57M Buy
+23,308
New +$2.57M 0.02% 324