Waverly 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
2025 Q2	$447K	Sell	4,045 -21,923	-84%	-$2.42M	﹤0.01%	833
2025 Q1	$2.87M	Buy	+25,968	New	+$2.87M	0.04%	400
2020 Q3	–	Sell	-1,965	Closed	-$218K	–	156
2020 Q2	$218K	Hold	1,965	–	–	0.03%	134
2020 Q1	$218K	Buy	+1,965	New	+$218K	0.04%	126