B. Riley Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
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|
2024
Q4 | $7.21M | Sell |
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|
2024
Q3 | $7.4M | Sell |
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|
2024
Q2 | $9.01M | Buy |
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|
2024
Q1 | $4.22M | Buy |
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|
2023
Q4 | $3.74M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $5.04M | Buy |
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|
2022
Q4 | $5M | Sell |
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|
2022
Q3 | $5.8M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $5.54M | Buy |
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|
2021
Q1 | $730K | Buy |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $501K | Sell |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $976K | Buy |
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|
2019
Q1 | $905K | Buy |
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|
2018
Q4 | $804K | Buy |
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|
2018
Q3 | $726K | Buy |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | $620K | Buy |
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