ACG
Allen Capital Group’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 | $356K | Buy |
3,228
+496
| +18% | +$54.8K | 0.04% | 213 |
|
2025
Q1 | $302K | Sell |
2,732
-1,861
| -41% | -$206K | 0.03% | 204 |
|
2024
Q4 | $506K | Sell |
4,593
-4,943
| -52% | -$544K | 0.06% | 147 |
|
2024
Q3 | $1.05M | Sell |
9,536
-15,082
| -61% | -$1.67M | 0.13% | 102 |
|
2024
Q2 | $2.72M | Sell |
24,618
-3,860
| -14% | -$427K | 0.37% | 63 |
|
2024
Q1 | $3.15M | Sell |
28,478
-20,683
| -42% | -$2.29M | 0.44% | 49 |
|
2023
Q4 | $5.41M | Sell |
49,161
-37,206
| -43% | -$4.1M | 0.86% | 26 |
|
2023
Q3 | $9.5M | Sell |
86,367
-600
| -0.7% | -$66K | 1.68% | 14 |
|
2023
Q2 | $9.61M | Buy |
86,967
+10,415
| +14% | +$1.15M | 1.64% | 16 |
|
2023
Q1 | $8.46M | Buy |
+76,552
| New | +$8.46M | 1.54% | 16 |
|