Heritage Oak 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	$468K	Sell	4,236 -3	-0.1%	-$331	0.18%	49
2025 Q1	$468K	Sell	4,239 -1,868	-31%	-$206K	0.21%	48
2024 Q4	$672K	Buy	+6,107	New	+$672K	0.32%	35
2024 Q3	–	Sell	-13,263	Closed	-$1.47M	–	205
2024 Q2	$1.47M	Buy	+13,263	New	+$1.47M	0.74%	27