Plum Street Advisors’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
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