Principia Wealth Advisory’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	$3.38M	Sell	30,646 -1,662	-5%	-$184K	2.86%	12
2025 Q1	$3.56M	Buy	32,308 +5,964	+23%	+$657K	3.41%	11
2024 Q4	$2.9M	Buy	+26,344	New	+$2.9M	2.72%	14