Csenge Advisory Group’s iShares 0-1 Year 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
Q3 | – | Sell |
-10,889
| Closed | -$1.2M | – | 756 |
|
|
2025
Q2 | $1.2M | Sell |
10,889
-54,884
| -83% | -$6.05M | 0.06% | 241 |
|
|
2025
Q1 | $7.26M | Buy |
+65,773
| New | +$7.25M | 0.41% | 45 |
|
|
2024
Q2 | – | Sell |
-2,228
| Closed | -$246K | – | 744 |
|
|
2024
Q1 | $246K | Sell |
2,228
-407
| -15% | -$44.9K | 0.01% | 605 |
|
|
2023
Q4 | $290K | Buy |
+2,635
| New | +$290K | 0.02% | 529 |
|
|
2022
Q4 | – | Sell |
-95,796
| Closed | -$10.5M | – | 653 |
|
|
2022
Q3 | $10.5M | Sell |
95,796
-2,713
| -3% | -$298K | 0.87% | 24 |
|
|
2022
Q2 | $10.8M | Buy |
98,509
+40,893
| +71% | +$4.5M | 0.91% | 22 |
|
|
2022
Q1 | $6.35M | Buy |
57,616
+50,352
| +693% | +$5.55M | 0.5% | 37 |
|
|
2021
Q4 | $803K | Buy |
7,264
+648
| +10% | +$71.6K | 0.07% | 238 |
|
|
2021
Q3 | $731K | Sell |
6,616
-648
| -9% | -$71.6K | 0.06% | 284 |
|
|
2021
Q2 | $803K | Buy |
7,264
+1,556
| +27% | +$172K | 0.07% | 238 |
|
|
2021
Q1 | $631K | Buy |
5,708
+30
| +0.5% | +$3.32K | 0.06% | 230 |
|
|
2020
Q4 | $628K | Sell |
5,678
-1,759
| -24% | -$195K | 0.08% | 193 |
|
|
2020
Q3 | $823K | Buy |
+7,437
| New | +$823K | 0.11% | 150 |
|
|
2020
Q2 | – | Sell |
-14,812
| Closed | -$1.64M | – | 413 |
|
|
2020
Q1 | $1.64M | Sell |
14,812
-15,590
| -51% | -$1.73M | 0.43% | 51 |
|
|
2019
Q4 | $3.36M | Buy |
30,402
+1,349
| +5% | +$149K | 0.85% | 17 |
|
|
2019
Q3 | $3.21M | Buy |
+29,053
| New | +$3.21M | 0.88% | 17 |
|
|
2019
Q1 | – | Sell |
-22,985
| Closed | -$2.54M | – | 211 |
|
|
2018
Q4 | $2.54M | Buy |
22,985
+21,313
| +1,275% | +$2.35M | 0.93% | 22 |
|
|
2018
Q3 | $184K | Buy |
+1,672
| New | +$185K | 0.07% | 170 |
|
Other funds holding SHV
