Kelleher Financial 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
$3.02M Buy
27,356
+6,109
+29% +$675K 1.05% 18
2025
Q1
$2.35M Buy
+21,247
New +$2.35M 0.94% 21