Carolinas Wealth Consulting’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 | – | Sell |
-2,060
| Closed | -$228K | – | 779 |
|
|
2025
Q1 | $228K | Buy |
2,060
+14
| +0.7% | +$1.55K | 0.05% | 169 |
|
|
2024
Q4 | $225K | Sell |
2,046
-27
| -1% | -$2.97K | 0.04% | 173 |
|
|
2024
Q3 | $229K | Buy |
2,073
+26
| +1% | +$2.88K | 0.04% | 171 |
|
|
2024
Q2 | $226K | Buy |
+2,047
| New | +$226K | 0.04% | 168 |
|
|
2023
Q3 | – | Sell |
-1,348
| Closed | -$149K | – | 1105 |
|
|
2023
Q2 | $149K | Buy |
1,348
+15
| +1% | +$1.66K | 0.03% | 209 |
|
|
2023
Q1 | $147K | Buy |
1,333
+280
| +27% | +$30.9K | 0.03% | 210 |
|
|
2022
Q4 | $116K | Buy |
+1,053
| New | +$116K | 0.03% | 244 |
|