Ehrlich Financial Group’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 | $1.43M | Sell |
12,975
-1,947
| -13% | -$215K | 0.93% | 33 |
|
|
2025
Q1 | $1.65M | Sell |
14,922
-3,644
| -20% | -$403K | 1.2% | 25 |
|
|
2024
Q4 | $2.04M | Sell |
18,566
-1,251
| -6% | -$138K | 1.45% | 20 |
|
|
2024
Q3 | $2.19M | Sell |
19,817
-17,142
| -46% | -$1.9M | 1.56% | 20 |
|
|
2024
Q2 | $4.08M | Buy |
36,959
+32,595
| +747% | +$3.6M | 3.22% | 8 |
|
|
2024
Q1 | $482K | Sell |
4,364
-11,297
| -72% | -$1.25M | 0.41% | 57 |
|
|
2023
Q4 | $1.72M | Buy |
+15,661
| New | +$1.72M | 1.73% | 21 |
|