Daymark Wealth Partners’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 | $210K | Hold |
1,900
| – | – | 0.01% | 533 |
|
|
2025
Q1 | $210K | Sell |
1,900
-477
| -20% | -$52.7K | 0.01% | 483 |
|
|
2024
Q4 | $262K | Sell |
2,377
-90
| -4% | -$9.91K | 0.01% | 430 |
|
|
2024
Q3 | $273K | Buy |
2,467
+174
| +8% | +$19.2K | 0.01% | 441 |
|
|
2024
Q2 | $253K | Buy |
2,293
+393
| +21% | +$43.4K | 0.01% | 431 |
|
|
2024
Q1 | $210K | Sell |
1,900
-100
| -5% | -$11.1K | 0.01% | 408 |
|
|
2023
Q4 | $220K | Hold |
2,000
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $221K | Hold |
2,000
| – | – | 0.02% | 348 |
|
|
2023
Q2 | $221K | Hold |
2,000
| – | – | 0.02% | 342 |
|
|
2023
Q1 | $221K | Hold |
2,000
| – | – | 0.03% | 273 |
|
|
2022
Q4 | $220K | Buy |
+2,000
| New | +$220K | 0.04% | 210 |
|