Waverly Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Waverly Advisors’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 Q2	$447K	Sell
2025 Q1	$2.87M	Buy
2020 Q3	–	Sell
2020 Q2	$218K	Hold
2020 Q1	$218K	Buy