Acute Investment Advisory’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 | $531K | Sell |
4,811
-3,020
| -39% | -$333K | 4.33% | 6 |
|
|
2025
Q1 | $865K | Buy |
+7,831
| New | +$865K | 4.35% | 6 |
|
|
2024
Q3 | – | Sell |
-2,940
| Closed | -$325K | – | 16 |
|
|
2024
Q2 | $325K | Sell |
2,940
-109,638
| -97% | -$12.1M | 0.19% | 13 |
|
|
2024
Q1 | $12.4M | Buy |
112,578
+1,648
| +1% | +$182K | 8.34% | 4 |
|
|
2023
Q4 | $12.2M | Sell |
110,930
-2,811
| -2% | -$310K | 7.22% | 4 |
|
|
2023
Q3 | $12.6M | Sell |
113,741
-665,323
| -85% | -$73.5M | 7.55% | 4 |
|
|
2023
Q2 | $86M | Buy |
779,064
+28,061
| +4% | +$3.1M | 51.72% | 1 |
|
|
2023
Q1 | $83M | Buy |
751,003
+115,245
| +18% | +$12.7M | 54.36% | 1 |
|
|
2022
Q4 | $69.9M | Buy |
635,758
+529,181
| +497% | +$58.2M | 47.65% | 1 |
|
|
2022
Q3 | $11.7M | Buy |
+106,577
| New | +$11.7M | 8.42% | 5 |
|