B.O.S.S. Retirement Advisors’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 | $834K | Buy |
+7,557
| New | +$834K | 0.21% | 98 |
|
|
2025
Q1 | – | Sell |
-6,976
| Closed | -$768K | – | 189 |
|
|
2024
Q4 | $768K | Buy |
+6,976
| New | +$768K | 0.21% | 95 |
|
|
2024
Q1 | – | Sell |
-2,048
| Closed | -$226K | – | 212 |
|
|
2023
Q4 | $226K | Buy |
+2,048
| New | +$226K | 0.04% | 229 |
|
|
2023
Q3 | – | Sell |
-2,709
| Closed | -$299K | – | 246 |
|
|
2023
Q2 | $299K | Buy |
2,709
+6
| +0.2% | +$663 | 0.06% | 200 |
|
|
2023
Q1 | $299K | Sell |
2,703
-12,591
| -82% | -$1.39M | 0.07% | 192 |
|
|
2022
Q4 | $1.68M | Buy |
+15,294
| New | +$1.68M | 0.43% | 96 |
|