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KDK Private Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

KDK Private Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.87M Sell
25,953
-748
-3% -$82.6K 3.06% 6
2025
Q1 		$2.94M Sell
26,701
-437
-2% -$48.1K 3.35% 6
2024
Q4 		$2.99M Buy
+27,138
New +$2.99M 3.1% 7