Beverly Hills Private Wealth’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 | $405K | Sell |
3,664
-3,335
| -48% | -$368K | 0.08% | 210 |
|
|
2025
Q1 | $773K | Sell |
6,999
-1,599
| -19% | -$177K | 0.15% | 138 |
|
|
2024
Q4 | $947K | Buy |
8,598
+134
| +2% | +$14.8K | 0.19% | 122 |
|
|
2024
Q3 | $936K | Buy |
8,464
+107
| +1% | +$11.8K | 0.19% | 132 |
|
|
2024
Q2 | $923K | Sell |
8,357
-391
| -4% | -$43.2K | 0.2% | 125 |
|
|
2024
Q1 | $967K | Sell |
8,748
-697
| -7% | -$77K | 0.22% | 107 |
|
|
2023
Q4 | $1.04M | Buy |
9,445
+161
| +2% | +$17.7K | 0.27% | 87 |
|
|
2023
Q3 | $1.03M | Buy |
9,284
+77
| +0.8% | +$8.51K | 0.31% | 82 |
|
|
2023
Q2 | $1.01M | Buy |
9,207
+107
| +1% | +$11.8K | 0.17% | 134 |
|
|
2023
Q1 | $1.01M | Buy |
+9,100
| New | +$1.01M | 0.31% | 83 |
|