The Family Firm’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	–	Sell	-1,846	Closed	-$204K	–	183
2025 Q1	$204K	Buy	1,846 +14	+0.8%	+$1.55K	0.05%	209
2024 Q4	$202K	Buy	+1,832	New	+$202K	0.04%	210
2024 Q3	–	Sell	-1,781	Closed	-$197K	–	730
2024 Q2	$197K	Buy	+1,781	New	+$197K	0.04%	198