CAPTRUST Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $3.85M | Sell |
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|
2023
Q2 | $4.35M | Sell |
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|
2023
Q1 | $6.42M | Sell |
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|
2022
Q4 | $9.35M | Buy |
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|
2022
Q3 | $3.59M | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $400K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | $123K | Sell |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $169K | Hold |
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|
2018
Q2 | $169K | Sell |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $80K | Sell |
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|
2017
Q3 | $172K | Buy |
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