Able 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 | $23.4M | Buy |
211,628
+6,422
| +3% | +$709K | 11.78% | 1 |
|
|
2025
Q1 | $22.7M | Buy |
205,206
+1,776
| +0.9% | +$196K | 13.37% | 1 |
|
|
2024
Q4 | $22.4M | Buy |
203,430
+17,210
| +9% | +$1.89M | 14.73% | 1 |
|
|
2024
Q3 | $20.6M | Buy |
186,220
+3,371
| +2% | +$373K | 15.62% | 1 |
|
|
2024
Q2 | $20.2M | Sell |
182,849
-543
| -0.3% | -$60K | 16.63% | 1 |
|
|
2024
Q1 | $20.3M | Buy |
183,392
+7,069
| +4% | +$781K | 17.68% | 1 |
|
|
2023
Q4 | $19.4M | Buy |
+176,323
| New | +$19.4M | 17.63% | 1 |
|