AO
Advisor OS’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 | $700K | Buy |
6,342
+45
| +0.7% | +$4.97K | 0.07% | 201 |
|
|
2025
Q1 | $696K | Buy |
6,297
+416
| +7% | +$46K | 0.08% | 176 |
|
|
2024
Q4 | $648K | Sell |
5,881
-491
| -8% | -$54.1K | 0.08% | 179 |
|
|
2024
Q3 | $705K | Buy |
6,372
+1,699
| +36% | +$188K | 0.07% | 208 |
|
|
2024
Q2 | $516K | Sell |
4,673
-128
| -3% | -$14.1K | 0.06% | 244 |
|
|
2024
Q1 | $531K | Sell |
4,801
-6,879
| -59% | -$760K | 0.06% | 229 |
|
|
2023
Q4 | $1.29M | Buy |
11,680
+776
| +7% | +$85.5K | 0.17% | 109 |
|
|
2023
Q3 | $1.2M | Buy |
10,904
+758
| +7% | +$83.7K | 0.18% | 104 |
|
|
2023
Q2 | $1.12M | Buy |
+10,146
| New | +$1.12M | 0.18% | 111 |
|