Bleakley Financial Group’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 |
-5,053
| Closed | -$556K | – | 903 |
|
|
2024
Q4 | $556K | Sell |
5,053
-45
| -0.9% | -$4.96K | 0.02% | 588 |
|
|
2024
Q3 | $564K | Hold |
5,098
| – | – | 0.02% | 565 |
|
|
2024
Q2 | $563K | Sell |
5,098
-1,068
| -17% | -$118K | 0.02% | 572 |
|
|
2024
Q1 | $682K | Sell |
6,166
-679
| -10% | -$75.1K | 0.02% | 526 |
|
|
2023
Q4 | $754K | Buy |
+6,845
| New | +$754K | 0.02% | 477 |
|