Optivise Advisory Services’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 Q2	$2.29M	Buy	20,759 +335	+2%	+$37K	1.17%	15
2025 Q1	$2.26M	Sell	20,424 -123	-0.6%	-$13.6K	1.27%	10
2024 Q4	$2.26M	Hold	20,547	–	–	1.22%	15
2024 Q3	$2.27M	Buy	20,547 +406	+2%	+$44.9K	1.2%	17
2024 Q2	$2.23M	Buy	+20,141	New	+$2.23M	1.2%	21