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Maridea Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Maridea Wealth 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 		$318K Buy
2,879
+367
+15% +$40.5K 0.08% 213
2025
Q1 		$277K Sell
2,512
-1,074
-30% -$119K 0.09% 182
2024
Q4 		$395K Buy
+3,586
New +$395K 0.13% 146