Envestnet Portfolio Solutions’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 | $946K | Sell |
8,570
-13,738
| -62% | -$1.52M | ﹤0.01% | 808 |
|
|
2025
Q1 | $1.32M | Buy |
22,308
+2,088
| +10% | +$123K | 0.01% | 718 |
|
|
2024
Q4 | $2.23M | Buy |
20,220
+7,333
| +57% | +$807K | 0.01% | 631 |
|
|
2024
Q3 | $1.43M | Sell |
12,887
-10,699
| -45% | -$1.18M | ﹤0.01% | 781 |
|
|
2024
Q2 | $2.61M | Buy |
23,586
+945
| +4% | +$104K | 0.01% | 566 |
|
|
2024
Q1 | $2.5M | Buy |
22,641
+661
| +3% | +$73.1K | 0.01% | 569 |
|
|
2023
Q4 | $2.42M | Sell |
21,980
-1,996
| -8% | -$220K | 0.01% | 538 |
|
|
2023
Q3 | $2.65M | Buy |
+23,976
| New | +$2.65M | 0.01% | 469 |
|