EP Wealth 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 | $619K | Buy |
5,605
+2,197
| +64% | +$243K | ﹤0.01% | 704 |
|
|
2025
Q1 | $376K | Sell |
3,408
-616
| -15% | -$68K | ﹤0.01% | 813 |
|
|
2024
Q4 | $443K | Sell |
4,024
-4,923
| -55% | -$542K | ﹤0.01% | 729 |
|
|
2024
Q3 | $990K | Buy |
8,947
+4,783
| +115% | +$529K | 0.01% | 498 |
|
|
2024
Q2 | $460K | Buy |
4,164
+1,681
| +68% | +$186K | ﹤0.01% | 556 |
|
|
2024
Q1 | $274K | Sell |
2,483
-1,152
| -32% | -$127K | ﹤0.01% | 656 |
|
|
2023
Q4 | $400K | Buy |
3,635
+1,193
| +49% | +$131K | 0.01% | 547 |
|
|
2023
Q3 | $270K | Sell |
2,442
-1,476
| -38% | -$163K | ﹤0.01% | 580 |
|
|
2023
Q2 | $308K | Sell |
3,918
-3,713
| -49% | -$292K | ﹤0.01% | 559 |
|
|
2023
Q1 | $366K | Buy |
7,631
+6,175
| +424% | +$296K | 0.01% | 451 |
|
|
2022
Q4 | $160K | Buy |
+1,456
| New | +$160K | ﹤0.01% | 568 |
|