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Adaptive Financial Consulting’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.22M Buy
65,384
+2,694
+4% +$297K 3.01% 13
2025
Q1
$6.92M Buy
62,690
+69
+0.1% +$7.62K 2.97% 13
2024
Q4
$6.9M Hold
62,621
2.86% 13
2024
Q3
$6.93M Sell
62,621
-428
-0.7% -$47.4K 2.82% 13
2024
Q2
$6.97M Hold
63,049
3.02% 13
2024
Q1
$6.97M Buy
+63,049
New +$6.97M 3.11% 13