San Luis Wealth Advisors’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	$4.14M	Buy	37,456 +4,457	+14%	+$492K	0.89%	33
2025 Q1	$3.65M	Buy	32,999 +10,323	+46%	+$1.14M	0.82%	31
2024 Q4	$2.5M	Sell	22,676 -4,251	-16%	-$468K	0.47%	42
2024 Q3	$2.98M	Sell	26,927 -19,011	-41%	-$2.1M	0.62%	41
2024 Q2	$5.08M	Buy	+45,938	New	+$5.08M	1.22%	19