Baron Wealth Management’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 |
-2,728
| Closed | -$300K | – | 234 |
|
|
2024
Q4 | $300K | Sell |
2,728
-1,225
| -31% | -$135K | 0.14% | 125 |
|
|
2024
Q3 | $437K | Buy |
3,953
+707
| +22% | +$78.2K | 0.21% | 74 |
|
|
2024
Q2 | $359K | Hold |
3,246
| – | – | 0.19% | 86 |
|
|
2024
Q1 | $359K | Sell |
3,246
-621
| -16% | -$68.6K | 0.19% | 90 |
|
|
2023
Q4 | $426K | Sell |
3,867
-150
| -4% | -$16.5K | 0.23% | 65 |
|
|
2023
Q3 | $444K | Buy |
4,017
+129
| +3% | +$14.3K | 0.28% | 54 |
|
|
2023
Q2 | $429K | Buy |
+3,888
| New | +$429K | 0.27% | 57 |
|