Woodley Farra Manion Portfolio 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
$848K Sell
7,679
-1,179
-13% -$130K 0.04% 69
2025
Q1
$978K Buy
8,858
+5,896
+199% +$651K 0.05% 63
2024
Q4
$326K Buy
+2,962
New +$326K 0.02% 84