Mount Yale Investment Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Mount Yale Investment Advisors’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55K	Buy
2025 Q1	–	Sell
2024 Q4	$471K	Buy
2024 Q3	$211K	Sell
2024 Q2	$472K	Hold
2024 Q1	$473K	Sell
2023 Q4	$1.76M	Sell
2023 Q3	$1.93M	Sell
2023 Q2	$2.08M	Buy
2023 Q1	$1.73M	Buy