Edgemoor Investment Advisors’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 | Sell |
11,405
-2,205
| -16% | -$243K | 0.11% | 86 |
|
|
2025
Q1 | $1.5M | Sell |
13,610
-685
| -5% | -$75.7K | 0.14% | 79 |
|
|
2024
Q4 | $1.57M | Sell |
14,295
-200
| -1% | -$22K | 0.14% | 79 |
|
|
2024
Q3 | $1.6M | Sell |
14,495
-2,430
| -14% | -$269K | 0.14% | 75 |
|
|
2024
Q2 | $1.87M | Sell |
16,925
-815
| -5% | -$90.1K | 0.17% | 65 |
|
|
2024
Q1 | $1.96M | Sell |
17,740
-99
| -0.6% | -$10.9K | 0.19% | 70 |
|
|
2023
Q4 | $1.96M | Sell |
17,839
-500
| -3% | -$55.1K | 0.21% | 70 |
|
|
2023
Q3 | $2.03M | Buy |
18,339
+200
| +1% | +$22.1K | 0.24% | 67 |
|
|
2023
Q2 | $2M | Sell |
18,139
-955
| -5% | -$105K | 0.23% | 68 |
|
|
2023
Q1 | $2.11M | Buy |
19,094
+345
| +2% | +$38.1K | 0.26% | 65 |
|
|
2022
Q4 | $2.06M | Buy |
18,749
+1,640
| +10% | +$180K | 0.26% | 67 |
|
|
2022
Q3 | $1.88M | Buy |
+17,109
| New | +$1.88M | 0.25% | 68 |
|