ERTS Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $3.95M | Buy |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $3.4M | Sell |
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|
2019
Q3 | $4.07M | Buy |
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|
2019
Q2 | $3.72M | Buy |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $126K | Buy |
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