Kingswood 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 Q1	–	Sell	-12,589	Closed	-$1.39M	–	812
2024 Q4	$1.39M	Buy	+12,589	New	+$1.39M	0.1%	207
2024 Q1	–	Sell	-2,424	Closed	-$267K	–	687
2023 Q4	$267K	Buy	+2,424	New	+$267K	0.03%	510