Valmark Advisers’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
Q3
Sell
2025
Q2
$527K Buy
2025
Q1
$472K Buy
2024
Q4
$467K Buy
2024
Q3
$462K Buy
2014
Q1
Sell
2013
Q4
$918K Buy