Physician Wealth Solutions’s iShares Short Treasury Bond ETF SHV Stock Holding History

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