San Luis Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

San Luis Wealth Advisors’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 Q3	$3.17M	Sell
2025 Q2	$4.14M	Buy
2025 Q1	$3.65M	Buy
2024 Q4	$2.5M	Sell
2024 Q3	$2.98M	Sell
2024 Q2	$5.08M	Buy