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Legacy Advisory Services’s iShares Short Treasury Bond ETF SHV Stock Holding History

Legacy Advisory Services’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.7M Buy
259,486
+23,881
+10% +$2.64M 22.72% 1
2025
Q1 		$26M Buy
+235,605
New +$26M 21.98% 1