MCM
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MAI Capital Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

MAI Capital Management’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 		$4.83M Sell
43,733
-5,270
-11% -$582K 0.03% 339
2025
Q1 		$5.41M Buy
49,003
+12,262
+33% +$1.35M 0.04% 312
2024
Q4 		$4.05M Buy
+36,741
New +$4.05M 0.03% 349