WealthTrak Capital Management’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
$1.32M Sell
11,987
-1,006
-8% -$111K 1.11% 27
2025
Q1
$1.44M Sell
12,993
-166
-1% -$18.3K 1.24% 21
2024
Q4
$1.45M Buy
+13,159
New +$1.45M 1.23% 22