Beaird Harris 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
Q2 | $79.8K | Sell |
723
-951
| -57% | -$105K | 0.01% | 209 |
|
|
2025
Q1 | $185K | Hold |
1,674
| – | – | 0.02% | 127 |
|
|
2024
Q4 | $184K | Hold |
1,674
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $185K | Buy |
1,674
+1,428
| +580% | +$158K | 0.02% | 136 |
|
|
2024
Q2 | $27.2K | Sell |
246
-24
| -9% | -$2.65K | ﹤0.01% | 274 |
|
|
2024
Q1 | $29.8K | Buy |
270
+24
| +10% | +$2.65K | ﹤0.01% | 242 |
|
|
2023
Q4 | $27.1K | Hold |
246
| – | – | ﹤0.01% | 234 |
|
|
2023
Q3 | $27.2K | Buy |
+246
| New | +$27.2K | ﹤0.01% | 213 |
|