AFC
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 |
|