Physician Wealth Solutions’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Physician Wealth Solutions’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Hold
2025 Q2	$373K	Sell
2025 Q1	$415K	Sell
2024 Q4	$429K	Buy
2024 Q3	$403K	Buy
2024 Q2	$367K	Buy
2024 Q1	$356K	Sell
2023 Q4	$403K	Buy