ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

KWB Wealth's Holding History (CIK: 0001822236)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 7,772 Value ($000) $859 Avg Close — Range —
Q1 2025
Shares 7,757 Value ($000) $854 Avg Close — Range —
Q4 2024
Shares 8,531 Value ($000) $944 Avg Close — Range —
Q3 2024
Shares 8,421 Value ($000) $931 Avg Close — Range —
Q2 2024
Shares 8,314 Value ($000) $919 Avg Close — Range —
Q1 2024
Shares 8,314 Value ($000) $919 Avg Close — Range —
Q4 2023
Shares 8,245 Value ($000) $908 Avg Close — Range —
Q3 2023
Shares 8,003 Value ($000) $884 Avg Close — Range —
Q2 2023
Shares 8,003 Value ($000) $884 Avg Close — Range —