Coppell Advisory Solutions’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 | $2.78M | Buy |
25,133
+23,409
| +1,358% | +$2.58M | 0.33% | 59 |
|
|
2025
Q1 | $205K | Sell |
1,724
-22,662
| -93% | -$2.7M | 0.03% | 315 |
|
|
2024
Q4 | $2.68M | Sell |
24,386
-1,768
| -7% | -$195K | 0.38% | 53 |
|
|
2024
Q3 | $2.89M | Sell |
26,154
-5,311
| -17% | -$588K | 0.43% | 50 |
|
|
2024
Q2 | $3.48M | Buy |
+31,465
| New | +$3.48M | 0.57% | 30 |
|
|
2023
Q4 | $7.78M | Buy |
70,599
+69,496
| +6,301% | +$7.65M | 1.55% | 9 |
|
|
2023
Q3 | $121K | Sell |
1,103
-2,318
| -68% | -$255K | 0.04% | 200 |
|
|
2023
Q2 | $378K | Sell |
3,421
-9,011
| -72% | -$995K | 0.11% | 135 |
|
|
2023
Q1 | $1.37M | Buy |
12,432
+11,329
| +1,027% | +$1.25M | 0.45% | 56 |
|
|
2022
Q4 | $121K | Buy |
+1,103
| New | +$121K | 0.04% | 203 |
|