Principia Wealth Advisory, LLC
Position in SHV — iShares 0-1 Year Treasury Bond ETF
CIK 2041436
DALLAS, TX
All Filings in SHV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SHV | $843,294 | 7,642 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 SHV | $954,211 | 8,644 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SHV | $2,213,133 | 20,092 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SHV | $2,439,729 | 22,081 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 SHV | $3,383,931 | 30,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SHV | $3,568,741 | 32,308 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 SHV | $2,900,737 | 26,344 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||