Client First Capital’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 | $41M | Buy |
370,916
+14,398
| +4% | +$1.59M | 19.18% | 2 |
|
|
2025
Q1 | $39.4M | Buy |
356,518
+53,145
| +18% | +$5.87M | 20.18% | 1 |
|
|
2024
Q4 | $33.4M | Sell |
303,373
-4,675
| -2% | -$515K | 17.17% | 2 |
|
|
2024
Q3 | $34.1M | Buy |
308,048
+6,176
| +2% | +$683K | 18.84% | 1 |
|
|
2024
Q2 | $33.4M | Buy |
301,872
+58,003
| +24% | +$6.41M | 20.09% | 1 |
|
|
2024
Q1 | $27M | Sell |
243,869
-71,645
| -23% | -$7.92M | 18.89% | 1 |
|
|
2023
Q4 | $34.7M | Buy |
315,514
+11,119
| +4% | +$1.22M | 25.25% | 1 |
|
|
2023
Q3 | $33.6M | Buy |
304,395
+83,558
| +38% | +$9.23M | 24.33% | 1 |
|
|
2023
Q2 | $24.4M | Buy |
220,837
+63,028
| +40% | +$6.96M | 18.11% | 1 |
|
|
2023
Q1 | $17.4M | Buy |
+157,809
| New | +$17.4M | 13.32% | 2 |
|