PCS
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Private Client Services’s iShares Short Treasury Bond ETF SHV Stock Holding History

Private Client Services’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Buy
10,885
+8,516
+359% +$940K 0.47% 55
2025
Q1 		$262K Buy
2,369
+137
+6% +$15.1K 0.13% 149
2024
Q4 		$246K Buy
+2,232
New +$246K 0.13% 150