Cornerstone Planning Group’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 | $5.1K | Hold |
46
| – | – | ﹤0.01% | 720 |
|
|
2025
Q1 | $5.08K | Buy |
+46
| New | +$5.08K | ﹤0.01% | 727 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$228 | – | 1483 |
|
|
2024
Q3 | $228 | Sell |
2
-1
| -33% | -$114 | ﹤0.01% | 1222 |
|
|
2024
Q2 | $225 | Sell |
3
-6
| -67% | -$450 | ﹤0.01% | 1173 |
|
|
2024
Q1 | $882 | Buy |
9
+1
| +13% | +$98 | ﹤0.01% | 807 |
|
|
2023
Q4 | $881 | Hold |
8
| – | – | ﹤0.01% | 731 |
|
|
2023
Q3 | $884 | Sell |
8
-27
| -77% | -$2.98K | ﹤0.01% | 814 |
|
|
2023
Q2 | $3.87K | Buy |
+35
| New | +$3.87K | ﹤0.01% | 985 |
|
|
2022
Q4 | $7.6K | Buy |
+69
| New | +$7.6K | ﹤0.01% | 731 |
|