Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $42.4K | Sell |
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|
2024
Q2 | $44.5K | Sell |
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|
2024
Q1 | $59.6K | Hold |
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|
2023
Q4 | $59.4K | Hold |
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|
2023
Q3 | $59.5K | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $901K | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $885K | Sell |
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|
2020
Q4 | $965K | Buy |
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|
2020
Q3 | $950K | Buy |
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|
2020
Q2 | $716K | Buy |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $9K | Buy |
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