Atria Wealth Solutions’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 | $3.41M | Sell |
30,886
-55,082
| -64% | -$6.08M | 0.08% | 286 |
|
|
2025
Q1 | $9.5M | Buy |
85,968
+1,141
| +1% | +$126K | 0.11% | 192 |
|
|
2024
Q4 | $9.34M | Buy |
84,827
+17,093
| +25% | +$1.88M | 0.1% | 203 |
|
|
2024
Q3 | $7.49M | Buy |
67,734
+1,590
| +2% | +$176K | 0.08% | 257 |
|
|
2024
Q2 | $7.31M | Sell |
66,144
-14,863
| -18% | -$1.64M | 0.08% | 251 |
|
|
2024
Q1 | $8.95M | Buy |
81,007
+23,516
| +41% | +$2.6M | 0.1% | 210 |
|
|
2023
Q4 | $6.33M | Buy |
57,491
+3,018
| +6% | +$332K | 0.08% | 249 |
|
|
2023
Q3 | $6.02M | Buy |
54,473
+28,649
| +111% | +$3.16M | 0.08% | 243 |
|
|
2023
Q2 | $2.85M | Sell |
25,824
-5,570
| -18% | -$615K | 0.04% | 453 |
|
|
2023
Q1 | $3.47M | Sell |
31,394
-5,065
| -14% | -$560K | 0.05% | 365 |
|
|
2022
Q4 | $4.01M | Sell |
36,459
-46,002
| -56% | -$5.06M | 0.06% | 300 |
|
|
2022
Q3 | $9.07M | Buy |
82,461
+20,038
| +32% | +$2.2M | 0.16% | 141 |
|
|
2022
Q2 | $6.87M | Buy |
62,423
+13,965
| +29% | +$1.54M | 0.13% | 161 |
|
|
2022
Q1 | $5.34M | Buy |
+48,458
| New | +$5.34M | 0.09% | 236 |
|