Keystone Financial Group (Georgia)’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	$4.32M	Sell	39,207 -780	-2%	-$86K	2.75%	10
2025 Q1	$4.4M	Sell	39,987 -4,471	-10%	-$492K	3.1%	7
2024 Q4	$4.9M	Buy	+44,458	New	+$4.9M	3.96%	6