Advisory Research’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Hold |
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|
2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $5.74M | Buy |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $6.44M | Buy |
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|
2024
Q1 | $5.69M | Sell |
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|
2023
Q4 | $6.67M | Buy |
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|
2023
Q3 | $5.25M | Sell |
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|
2023
Q2 | $5.75M | Buy |
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|
2023
Q1 | $3.27M | Buy |
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|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.2M | Hold |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $2.5M | Buy |
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