BFA
Benedict Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Buy |
10,526
+1,054
| +11% | +$116K | 0.26% | 93 |
|
2025
Q1 | $1.05M | Buy |
9,472
+3,644
| +63% | +$403K | 0.24% | 94 |
|
2024
Q4 | $642K | Buy |
5,828
+1,452
| +33% | +$160K | 0.16% | 99 |
|
2024
Q3 | $484K | Buy |
4,376
+1,705
| +64% | +$189K | 0.11% | 107 |
|
2024
Q2 | $295K | Buy |
2,671
+495
| +23% | +$54.7K | 0.07% | 115 |
|
2024
Q1 | $241K | Buy |
+2,176
| New | +$241K | 0.06% | 122 |
|