AWS
Arkfeld Wealth Strategies’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 | $1.51M | Sell |
13,745
-58,118
| -81% | -$6.4M | 0.6% | 31 |
|
|
2025
Q1 | $7.92M | Sell |
71,863
-2,525
| -3% | -$278K | 3.43% | 7 |
|
|
2024
Q4 | $8.2M | Sell |
74,388
-60
| -0.1% | -$6.62K | 3.77% | 8 |
|
|
2024
Q3 | $8.21M | Sell |
74,448
-1,521
| -2% | -$168K | 3.97% | 7 |
|
|
2024
Q2 | $8.37M | Sell |
75,969
-2,593
| -3% | -$286K | 4.25% | 6 |
|
|
2024
Q1 | $8.66M | Sell |
78,562
-2,327
| -3% | -$256K | 4.75% | 5 |
|
|
2023
Q4 | $8.92M | Sell |
80,889
-2,100
| -3% | -$231K | 5.85% | 5 |
|
|
2023
Q3 | $9.14M | Sell |
82,989
-2,325
| -3% | -$256K | 6.59% | 5 |
|
|
2023
Q2 | $9.4M | Sell |
85,314
-4,161
| -5% | -$458K | 6.82% | 4 |
|
|
2023
Q1 | $9.86M | Sell |
89,475
-31,256
| -26% | -$3.44M | 7.02% | 3 |
|
|
2022
Q4 | $13.3M | Buy |
120,731
+16,047
| +15% | +$1.77M | 8.74% | 2 |
|
|
2022
Q3 | $11.5M | Buy |
104,684
+1,793
| +2% | +$197K | 7.97% | 2 |
|
|
2022
Q2 | $11.3M | Buy |
102,891
+20,741
| +25% | +$2.28M | 7.41% | 2 |
|
|
2022
Q1 | $9.06M | Buy |
82,150
+35,775
| +77% | +$3.94M | 5.85% | 4 |
|
|
2021
Q4 | $5.12M | Buy |
46,375
+19,912
| +75% | +$2.2M | 3.08% | 9 |
|
|
2021
Q3 | $2.92M | Buy |
+26,463
| New | +$2.92M | 1.76% | 20 |
|