Wittenberg Investment 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
Sell
-3,800
Closed -$420K 78
2025
Q1
$420K Buy
3,800
+1,800
+90% +$199K 0.19% 49
2024
Q4
$220K Buy
+2,000
New +$220K 0.09% 64