EFG
Ethos Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
22,744
-638
| -3% | -$70.4K | 0.22% | 105 |
|
|
2025
Q1 | $2.57M | Hold |
23,382
| – | – | 0.25% | 97 |
|
|
2024
Q4 | $2.57M | Sell |
23,382
-69,735
| -75% | -$7.68M | 0.34% | 68 |
|
|
2024
Q3 | $10.3M | Buy |
93,117
+3,660
| +4% | +$405K | 1.7% | 16 |
|
|
2024
Q2 | $9.89M | Buy |
89,457
+4,061
| +5% | +$449K | 1.74% | 14 |
|
|
2024
Q1 | $9.44M | Buy |
85,396
+2,334
| +3% | +$258K | 1.79% | 13 |
|
|
2023
Q4 | $9.15M | Sell |
83,062
-3,606
| -4% | -$397K | 1.95% | 11 |
|
|
2023
Q3 | $9.57M | Buy |
86,668
+1,115
| +1% | +$123K | 2.48% | 10 |
|
|
2023
Q2 | $9.45M | Hold |
85,553
| – | – | 3.19% | 8 |
|
|
2023
Q1 | $9.45M | Sell |
85,553
-7,575
| -8% | -$837K | 2.94% | 8 |
|
|
2022
Q4 | $10.2M | Buy |
+93,128
| New | +$10.2M | 3.47% | 7 |
|