Wealthspire Advisors (New York)’s iShares Short Treasury Bond ETF SHV Stock Holding History

Wealthspire Advisors (New York)’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	$399K	Sell
2025 Q1	$511K	Buy
2024 Q4	$271K	Buy
2024 Q3	$206K	Sell
2024 Q2	$239K	Buy
2024 Q1	$226K	Buy
2023 Q3	–	Sell
2023 Q2	$867K	Buy
2022 Q3	–	Sell
2022 Q2	$284K	Buy