49 Wealth 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 | – | Sell |
-11,850
| Closed | -$1.31M | – | 195 |
|
|
2025
Q1 | $1.31M | Sell |
11,850
-2,866
| -19% | -$317K | 0.16% | 53 |
|
|
2024
Q4 | $1.62M | Sell |
14,716
-8,332
| -36% | -$917K | 0.23% | 39 |
|
|
2024
Q3 | $2.55M | Sell |
23,048
-27,789
| -55% | -$3.07M | 0.42% | 31 |
|
|
2024
Q2 | $5.59M | Sell |
50,837
-148,284
| -74% | -$16.3M | 1.1% | 29 |
|
|
2024
Q1 | $21.9M | Sell |
199,121
-210
| -0.1% | -$23.1K | 4.7% | 7 |
|
|
2023
Q4 | $22M | Buy |
+199,331
| New | +$22M | 5.64% | 5 |
|