ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0001923052)

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

Q4 2025
Shares 162,968 Value ($000) $17,951 Avg Close Range
Q3 2025
Shares 205,486 Value ($000) $22,704 Avg Close Range
Q2 2025
Shares 213,053 Value ($000) $23,525 Avg Close Range
Q1 2025
Shares 109,405 Value ($000) $12,085 Avg Close Range
Q4 2024
Shares 113,348 Value ($000) $12,481 Avg Close Range
Q3 2024
Shares 141,459 Value ($000) $15,650 Avg Close Range
Q2 2024
Shares 110,156 Value ($000) $12,172 Avg Close Range
Q1 2024
Shares 92,435 Value ($000) $10,218 Avg Close Range