DAS
Diversify Advisory Services’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,419
| Closed | -$378K | – | 861 |
|
|
2025
Q1 | $378K | Buy |
3,419
+596
| +21% | +$65.8K | 0.02% | 421 |
|
|
2024
Q4 | $311K | Sell |
2,823
-2,754
| -49% | -$304K | 0.02% | 475 |
|
|
2024
Q3 | $616K | Buy |
5,577
+1,140
| +26% | +$126K | 0.03% | 341 |
|
|
2024
Q2 | $489K | Sell |
4,437
-14,159
| -76% | -$1.56M | 0.03% | 385 |
|
|
2024
Q1 | $2.05M | Buy |
+18,596
| New | +$2.05M | 0.12% | 154 |
|