Summit Financial’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
Q2
$32.3M Sell
2025
Q1
$64.8M Buy
2024
Q3
Sell
2024
Q2
$2.43M Sell
2024
Q1
$3.47M Buy
2023
Q4
Sell
2023
Q3
$3.6M Buy