Concurrent Investment Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
9,817
-345
| -3% | -$38.1K | 0.02% | 571 |
|
|
2025
Q1 | $1.12M | Sell |
10,162
-815
| -7% | -$90K | 0.03% | 512 |
|
|
2024
Q4 | $1.21M | Buy |
10,977
+774
| +8% | +$85.2K | 0.03% | 439 |
|
|
2024
Q3 | $1.13M | Sell |
10,203
-5,114
| -33% | -$566K | 0.03% | 427 |
|
|
2024
Q2 | $1.69M | Buy |
15,317
+4,691
| +44% | +$518K | 0.06% | 314 |
|
|
2024
Q1 | $1.17M | Buy |
10,626
+489
| +5% | +$54.1K | 0.05% | 346 |
|
|
2023
Q4 | $1.12M | Buy |
+10,137
| New | +$1.12M | 0.05% | 316 |
|