Private Client Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Client Services’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$329K	Sell
2025 Q3	$411K	Sell
2025 Q2	$1.2M	Buy
2025 Q1	$262K	Buy
2024 Q4	$246K	Buy