Arkadios Wealth Advisors’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 | $1.39M | Buy |
12,584
+1,484
| +13% | +$164K | 0.04% | 441 |
|
|
2025
Q1 | $1.23M | Buy |
11,100
+5,701
| +106% | +$630K | 0.05% | 395 |
|
|
2024
Q4 | $594K | Sell |
5,399
-771
| -12% | -$84.9K | 0.03% | 481 |
|
|
2024
Q3 | $683K | Sell |
6,170
-4,883
| -44% | -$540K | 0.04% | 431 |
|
|
2024
Q2 | $1.22M | Sell |
11,053
-1,932
| -15% | -$213K | 0.08% | 241 |
|
|
2024
Q1 | $1.44M | Sell |
12,985
-3,625
| -22% | -$401K | 0.11% | 178 |
|
|
2023
Q4 | $1.83M | Buy |
16,610
+9,933
| +149% | +$1.09M | 0.15% | 138 |
|
|
2023
Q3 | $738K | Buy |
6,677
+2,028
| +44% | +$224K | 0.07% | 265 |
|
|
2023
Q2 | $513K | Buy |
4,649
+1,810
| +64% | +$200K | 0.06% | 299 |
|
|
2023
Q1 | $314K | Buy |
+2,839
| New | +$314K | 0.04% | 424 |
|
|
2021
Q4 | – | Sell |
-224
| Closed | -$24K | – | 1568 |
|
|
2021
Q3 | $24K | Hold |
224
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q2 | $24K | Hold |
224
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q1 | $24K | Sell |
224
-458
| -67% | -$49.1K | ﹤0.01% | 922 |
|
|
2020
Q4 | $75K | Buy |
682
+482
| +241% | +$53K | 0.02% | 483 |
|
|
2020
Q3 | $22.1K | Buy |
+200
| New | +$22.1K | 0.01% | 584 |
|