Avestar Capital’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
Q1 | – | Sell |
-3,608
| Closed | -$397K | – | 469 |
|
|
2024
Q4 | $397K | Sell |
3,608
-121
| -3% | -$13.3K | 0.03% | 298 |
|
|
2024
Q3 | $413K | Sell |
3,729
-95
| -2% | -$10.5K | 0.04% | 268 |
|
|
2024
Q2 | $423K | Buy |
3,824
+50
| +1% | +$5.53K | 0.04% | 245 |
|
|
2024
Q1 | $417K | Sell |
3,774
-7,285
| -66% | -$805K | 0.04% | 241 |
|
|
2023
Q4 | $1.22M | Buy |
11,059
+1,337
| +14% | +$147K | 0.14% | 90 |
|
|
2023
Q3 | $1.07M | Buy |
+9,722
| New | +$1.07M | 0.15% | 81 |
|