Consilium Wealth Advisory’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 | $847K | Buy |
7,667
+3,599
| +88% | +$397K | 0.36% | 47 |
|
|
2025
Q1 | $449K | Buy |
4,068
+560
| +16% | +$61.9K | 0.23% | 66 |
|
|
2024
Q4 | $386K | Buy |
3,508
+77
| +2% | +$8.48K | 0.18% | 68 |
|
|
2024
Q3 | $380K | Buy |
3,431
+798
| +30% | +$88.3K | 0.21% | 65 |
|
|
2024
Q2 | $291K | Buy |
2,633
+409
| +18% | +$45.2K | 0.16% | 76 |
|
|
2024
Q1 | $246K | Buy |
+2,224
| New | +$246K | 0.14% | 79 |
|