Black Diamond Financial’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 | $748K | Buy |
6,778
+648
| +11% | +$71.6K | 0.12% | 69 |
|
|
2025
Q1 | $677K | Buy |
6,130
+595
| +11% | +$65.7K | 0.1% | 78 |
|
|
2024
Q4 | $609K | Buy |
5,535
+265
| +5% | +$29.2K | 0.09% | 78 |
|
|
2024
Q3 | $583K | Buy |
5,270
+833
| +19% | +$92.2K | 0.1% | 76 |
|
|
2024
Q2 | $490K | Sell |
4,437
-56
| -1% | -$6.19K | 0.09% | 83 |
|
|
2024
Q1 | $495K | Hold |
4,493
| – | – | 0.13% | 71 |
|
|
2023
Q4 | $495K | Buy |
4,493
+1,719
| +62% | +$189K | 0.13% | 71 |
|
|
2023
Q3 | $306K | Buy |
+2,774
| New | +$306K | 0.09% | 81 |
|