Accredited Investors’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
$311K Hold
2,812
0.02% 188
2025
Q1
$311K Buy
2,812
+38
+1% +$4.2K 0.02% 172
2024
Q4
$305K Sell
2,774
-7
-0.3% -$771 0.02% 178
2024
Q3
$308K Hold
2,781
0.02% 175
2024
Q2
$307K Sell
2,781
-1,109
-29% -$123K 0.02% 159
2024
Q1
$430K Sell
3,890
-62,413
-94% -$6.9M 0.03% 134
2023
Q4
$7.3M Sell
66,303
-881,979
-93% -$97.1M 0.52% 34
2023
Q3
$105M Buy
948,282
+27,847
+3% +$3.08M 7.86% 2
2023
Q2
$102M Buy
920,435
+410,111
+80% +$45.3M 7.24% 2
2023
Q1
$56.4M Buy
+510,324
New +$56.4M 4.28% 7