Sovereign Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$813K Sell
2025
Q2
$857K Buy
2025
Q1
$750K Buy
2024
Q4
$743K Buy
2024
Q3
$571K Buy
2024
Q2
$564K Buy
2024
Q1
$271K Buy