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Sulzberger Capital Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Sulzberger Capital Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$28.7M Buy
259,805
+56,187
+28% +$6.2M 33.57% 1
2025
Q1 		$22.5M Buy
203,618
+138,851
+214% +$15.3M 29.56% 1
2024
Q4 		$7.13M Buy
+64,767
New +$7.13M 8.06% 1