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

Trek Financial’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$321K	Hold
2025 Q2	$320K	Buy
2024 Q3	–	Sell
2024 Q2	$339K	Buy
2019 Q3	–	Sell
2019 Q2	$1.03M	Sell
2019 Q1	$1.05M	Sell
2018 Q4	$1.08M	Buy