Apollon 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 | $534K | Hold |
4,837
| – | – | 0.01% | 779 |
|
|
2025
Q1 | $534K | Sell |
4,837
-17
| -0.4% | -$1.88K | 0.01% | 719 |
|
|
2024
Q4 | $534K | Sell |
4,854
-348
| -7% | -$38.3K | 0.01% | 729 |
|
|
2024
Q3 | $575K | Sell |
5,202
-45
| -0.9% | -$4.98K | 0.02% | 656 |
|
|
2024
Q2 | $580K | Sell |
5,247
-783
| -13% | -$86.5K | 0.02% | 623 |
|
|
2024
Q1 | $667K | Sell |
6,030
-6,890
| -53% | -$762K | 0.02% | 596 |
|
|
2023
Q4 | $1.42M | Buy |
12,920
+1,426
| +12% | +$157K | 0.05% | 348 |
|
|
2023
Q3 | $1.27M | Sell |
11,494
-17,421
| -60% | -$1.92M | 0.06% | 299 |
|
|
2023
Q2 | $3.19M | Sell |
28,915
-2,177
| -7% | -$240K | 0.15% | 136 |
|
|
2023
Q1 | $3.44M | Sell |
31,092
-7,488
| -19% | -$827K | 0.21% | 101 |
|
|
2022
Q4 | $4.24M | Sell |
38,580
-9,909
| -20% | -$1.09M | 0.3% | 71 |
|
|
2022
Q3 | $5.33M | Buy |
48,489
+21,990
| +83% | +$2.42M | 0.44% | 43 |
|
|
2022
Q2 | $2.92M | Buy |
+26,499
| New | +$2.92M | 0.24% | 88 |
|