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Ausdal Financial Partners’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
$78.6M Sell
711,846
-234,933
-25% -$25.9M 5.24% 1
2025
Q1
$105M Buy
946,779
+843,151
+814% +$93.1M 7.88% 1
2024
Q4
$11.4M Sell
103,628
-579,918
-85% -$63.9M 0.99% 19
2024
Q3
$75.6M Sell
683,546
-6,200
-0.9% -$686K 7.85% 1
2024
Q2
$76.2M Sell
689,746
-8,057
-1% -$890K 8.14% 1
2024
Q1
$77.1M Buy
697,803
+13,427
+2% +$1.48M 8.96% 1
2023
Q4
$75.4M Buy
684,376
+654,609
+2,199% +$72.1M 9.32% 1
2023
Q3
$3.29M Sell
29,767
-591,767
-95% -$65.4M 0.45% 50
2023
Q2
$68.6M Buy
621,534
+4,326
+0.7% +$478K 9.33% 1
2023
Q1
$68.2M Buy
617,208
+92,578
+18% +$10.2M 9.4% 1
2022
Q4
$57.7M Buy
524,630
+115,354
+28% +$12.7M 8.38% 1
2022
Q3
$45M Buy
+409,276
New +$45M 7.1% 1
2020
Q3
Sell
-1,819
Closed -$201K 363
2020
Q2
$201K Buy
+1,819
New +$201K 0.07% 262
2016
Q1
Sell
-21
Closed -$2K 884
2015
Q4
$2K Buy
+21
New +$2K ﹤0.01% 1227