WPA
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Wealth Preservation Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Wealth Preservation Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$181K Hold
1,643
– – 0.11% 93
2025
Q1 		$181K Buy
+1,643
New +$181K 0.13% 81