SAM
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Secure Asset Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Secure Asset Management’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,897
Closed -$210K – 346
2025
Q1 		$210K Sell
1,897
-204
-10% -$22.5K 0.04% 285
2024
Q4 		$231K Buy
+2,101
New +$231K 0.04% 292