Atwood & Palmer’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 | – | Sell |
-8,316
| Closed | -$919K | – | 523 |
|
|
2025
Q1 | $919K | Sell |
8,316
-502
| -6% | -$55.5K | 0.06% | 87 |
|
|
2024
Q4 | $971K | Hold |
8,818
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $976K | Buy |
8,818
+502
| +6% | +$55.5K | 0.07% | 85 |
|
|
2024
Q2 | $919K | Hold |
8,316
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $919K | Hold |
8,316
| – | – | 0.07% | 81 |
|
|
2023
Q4 | $916K | Hold |
8,316
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $919K | Hold |
8,316
| – | – | 0.08% | 82 |
|
|
2023
Q2 | $919K | Buy |
+8,316
| New | +$919K | 0.08% | 89 |
|