Darden Wealth 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
$1.26M Buy
11,420
+54
+0.5% +$5.96K 0.76% 30
2025
Q1
$1.26M Sell
11,366
-109
-0.9% -$12K 0.97% 27
2024
Q4
$1.26M Sell
11,475
-139
-1% -$15.3K 0.85% 26
2024
Q3
$1.28M Sell
11,614
-21
-0.2% -$2.32K 0.92% 25
2024
Q2
$1.29M Sell
11,635
-2,431
-17% -$269K 0.77% 27
2024
Q1
$1.55M Buy
14,066
+1,178
+9% +$130K 1.22% 18
2023
Q4
$1.42M Buy
+12,888
New +$1.42M 1.36% 15