Edge 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
Q1 | – | Sell |
-2,697
| Closed | -$297K | – | 85 |
|
|
2024
Q4 | $297K | Sell |
2,697
-7,880
| -75% | -$868K | 0.06% | 59 |
|
|
2024
Q3 | $1.17M | Sell |
10,577
-1,858
| -15% | -$206K | 0.23% | 32 |
|
|
2024
Q2 | $1.37M | Sell |
12,435
-1,828
| -13% | -$202K | 0.29% | 31 |
|
|
2024
Q1 | $1.58M | Sell |
14,263
-2,189
| -13% | -$242K | 0.33% | 32 |
|
|
2023
Q4 | $1.81M | Sell |
16,452
-14,295
| -46% | -$1.57M | 0.4% | 32 |
|
|
2023
Q3 | $3.4M | Sell |
30,747
-3,363
| -10% | -$372K | 0.79% | 27 |
|
|
2023
Q2 | $3.77M | Buy |
+34,110
| New | +$3.77M | 0.82% | 27 |
|