Creative Planning’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
Q2 | $11.2M | Sell |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $20.1M | Sell |
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|
2024
Q2 | $30.2M | Sell |
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|
2024
Q1 | $30.5M | Sell |
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|
2023
Q4 | $32.4M | Sell |
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|
2023
Q3 | $42.8M | Sell |
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|
2023
Q2 | $45.3M | Sell |
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|
2023
Q1 | $45.9M | Sell |
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|
2022
Q4 | $47M | Sell |
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|
2022
Q3 | $47.5M | Buy |
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|
2022
Q2 | $27.5M | Buy |
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|
2022
Q1 | $25.8M | Buy |
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|
2021
Q4 | $3.3M | Sell |
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|
2021
Q3 | $3.61M | Sell |
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|
2021
Q2 | $4.31M | Buy |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Sell |
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|
2018
Q2 | $510K | Buy |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $121K | Buy |
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|
2016
Q2 | $26K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $62K | Sell |
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|
2014
Q4 | $206K | Buy |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $29K | Sell |
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|
2014
Q1 | $105K | Buy |
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|
2013
Q4 | $46K | Sell |
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|
2013
Q3 | $111K | Buy |
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|
2013
Q2 | $47K | Buy |
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