Presidio Capital Management’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
$16.7M Buy
151,398
+2,242
+2% +$248K 6.44% 6
2025
Q1
$16.5M Buy
149,156
+11,262
+8% +$1.24M 6.72% 6
2024
Q4
$15.2M Sell
137,894
-2,009
-1% -$221K 8.13% 5
2024
Q3
$15.5M Buy
+139,903
New +$15.5M 9.89% 3