Clearstead 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 | $3.44M | Buy |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $5.89M | Sell |
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|
2024
Q2 | $9.35M | Buy |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $83K | Sell |
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|
2021
Q3 | $91K | Sell |
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|
2021
Q2 | $100K | Hold |
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|
2021
Q1 | $100K | Hold |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | $172K | Buy |
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