AllSquare Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
1,183
| – | – | 0.07% | 134 |
|
|
2025
Q1 | $131K | Hold |
1,183
| – | – | 0.08% | 132 |
|
|
2024
Q4 | $130K | Sell |
1,183
-11
| -0.9% | -$1.21K | 0.07% | 130 |
|
|
2024
Q3 | $132K | Buy |
1,194
+18
| +2% | +$1.99K | 0.08% | 135 |
|
|
2024
Q2 | $130K | Hold |
1,176
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $130K | Buy |
1,176
+272
| +30% | +$30.1K | 0.08% | 135 |
|
|
2023
Q4 | $99.6K | Hold |
904
| – | – | 0.06% | 143 |
|
|
2023
Q3 | $99.9K | Hold |
904
| – | – | 0.07% | 137 |
|
|
2023
Q2 | $99.8K | Sell |
904
-1,140
| -56% | -$126K | 0.06% | 138 |
|
|
2023
Q1 | $226K | Buy |
+2,044
| New | +$226K | 0.15% | 87 |
|