Two West Capital Advisors’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
2024
Q4
Sell
-8,554
Closed -$946K 75
2024
Q3
$946K Sell
8,554
-1,444
-14% -$160K 0.77% 18
2024
Q2
$1.1M Buy
+9,998
New +$1.1M 1.05% 15