Drive Wealth Management’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 | $7.97M | Sell |
72,195
-5,088
| -7% | -$562K | 1.75% | 12 |
|
|
2025
Q1 | $8.54M | Buy |
77,283
+5,954
| +8% | +$658K | 2.01% | 12 |
|
|
2024
Q4 | $7.85M | Sell |
71,329
-4,476
| -6% | -$493K | 1.93% | 11 |
|
|
2024
Q3 | $8.39M | Buy |
75,805
+15,915
| +27% | +$1.76M | 2.18% | 9 |
|
|
2024
Q2 | $6.62M | Sell |
59,890
-555
| -0.9% | -$61.3K | 1.79% | 11 |
|
|
2024
Q1 | $6.68M | Sell |
60,445
-194
| -0.3% | -$21.4K | 1.87% | 11 |
|
|
2023
Q4 | $6.68M | Sell |
60,639
-462
| -0.8% | -$50.9K | 2.15% | 9 |
|
|
2023
Q3 | $6.75M | Buy |
61,101
+1,882
| +3% | +$208K | 2.46% | 8 |
|
|
2023
Q2 | $6.54M | Buy |
59,219
+38,466
| +185% | +$4.25M | 2.43% | 10 |
|
|
2023
Q1 | $2.29M | Buy |
+20,753
| New | +$2.29M | 0.96% | 18 |
|