ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q2 2025
Shares 1,913 Value ($000) $211 Avg Close — Range —
Q1 2025
Shares 5,740 Value ($000) $634 Avg Close — Range —
Q4 2024
Shares 8,452 Value ($000) $931 Avg Close — Range —
Q3 2024
Shares 12,946 Value ($000) $1,432 Avg Close — Range —
Q2 2024
Shares 11,701 Value ($000) $1,293 Avg Close — Range —
Q1 2024
Shares 4,760 Value ($000) $526 Avg Close — Range —
Q4 2023
Shares 6,483 Value ($000) $714 Avg Close — Range —
Q3 2023
Shares 10,887 Value ($000) $1,203 Avg Close — Range —
Q2 2023
Shares 5,160 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 4,463 Value ($000) $493 Avg Close — Range —
Q1 2022
Shares 1,824 Value ($000) $201 Avg Close — Range —
Q4 2021
Shares 3,796 Value ($000) $419 Avg Close — Range —
Q3 2021
Shares 4,050 Value ($000) $447 Avg Close — Range —
Q2 2021
Shares 2,349 Value ($000) $260 Avg Close — Range —
Q1 2021
Shares 4,474 Value ($000) $494 Avg Close — Range —
Q4 2020
Shares 9,324 Value ($000) $1,031 Avg Close — Range —