Carlton Hofferkamp & Jenks Wealth Management’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 | $3.62M | Sell |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $5.01M | Sell |
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|
2024
Q1 | $5.38M | Sell |
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|
2023
Q4 | $6.63M | Sell |
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|
2023
Q3 | $6.97M | Buy |
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|
2023
Q2 | $6.41M | Buy |
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|
2023
Q1 | $6.4M | Buy |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $4.64M | Buy |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $3.21M | Buy |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $2.77M | Sell |
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|
2020
Q2 | $3.52M | Sell |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $3.73M | Buy |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.08M | Buy |
|