Capstone Wealth Management Group (Pennsylvania)’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 | $23.5M | Buy |
213,053
+103,648
| +95% | +$11.4M | 22.57% | 1 |
|
|
2025
Q1 | $12.1M | Sell |
109,405
-3,943
| -3% | -$436K | 6.9% | 3 |
|
|
2024
Q4 | $12.5M | Sell |
113,348
-28,111
| -20% | -$3.1M | 6.68% | 2 |
|
|
2024
Q3 | $15.6M | Buy |
141,459
+31,303
| +28% | +$3.46M | 9.27% | 2 |
|
|
2024
Q2 | $12.2M | Buy |
110,156
+17,721
| +19% | +$1.96M | 7.96% | 2 |
|
|
2024
Q1 | $10.2M | Buy |
+92,435
| New | +$10.2M | 7.33% | 3 |
|