Clear Creek Financial Management’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 | $4.88M | Sell |
44,169
-6,589
| -13% | -$728K | 0.46% | 44 |
|
|
2025
Q1 | $5.61M | Buy |
50,758
+6,664
| +15% | +$736K | 0.58% | 34 |
|
|
2024
Q4 | $4.86M | Buy |
44,094
+23,982
| +119% | +$2.64M | 0.52% | 41 |
|
|
2024
Q3 | $2.22M | Buy |
20,112
+3,095
| +18% | +$342K | 0.25% | 87 |
|
|
2024
Q2 | $1.88M | Buy |
17,017
+164
| +1% | +$18.1K | 0.23% | 90 |
|
|
2024
Q1 | $1.86M | Buy |
16,853
+11,003
| +188% | +$1.22M | 0.24% | 87 |
|
|
2023
Q4 | $644K | Buy |
5,850
+338
| +6% | +$37.2K | 0.1% | 166 |
|
|
2023
Q3 | $609K | Buy |
5,512
+1,263
| +30% | +$140K | 0.11% | 148 |
|
|
2023
Q2 | $469K | Sell |
4,249
-13
| -0.3% | -$1.44K | 0.08% | 186 |
|
|
2023
Q1 | $471K | Sell |
4,262
-275
| -6% | -$30.4K | 0.09% | 161 |
|
|
2022
Q4 | $499K | Buy |
+4,537
| New | +$499K | 0.11% | 150 |
|
|
2020
Q4 | – | Sell |
-47,276
| Closed | -$5.23M | – | 326 |
|
|
2020
Q3 | $5.23M | Buy |
+47,276
| New | +$5.23M | 0.24% | 50 |
|