Watts Gwilliam & Co’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
Q1
$876K Buy
7,931
+4,527
+133% +$500K 0.19% 91
2024
Q4
$375K Buy
3,404
+2
+0.1% +$220 0.08% 148
2024
Q3
$375K Buy
+3,402
New +$375K 0.08% 145
2024
Q1
$574K Buy
+5,208
New +$574K 0.18% 97