Plum Street Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Plum Street Advisors’s Portfolio SHV Stock Details SHV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$918K	Hold
2025 Q2	$917K	Sell
2025 Q1	$951K	Sell
2024 Q4	$1.32M	Buy
2024 Q3	$1.31M	Hold
2024 Q2	$1.31M	Hold
2024 Q1	$1.31M	Buy
2023 Q4	$1.3M	Buy