Silver Oak Wealth Advisors Services’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
$266K Buy
2,405
+69
+3% +$7.62K 0.19% 31
2025
Q1
$258K Sell
2,336
-2,062
-47% -$228K 0.23% 28
2024
Q4
$484K Buy
+4,398
New +$484K 0.42% 23