Fiduciary Alliance’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 | $3.21M | Sell |
29,046
-484
| -2% | -$53.4K | 0.24% | 101 |
|
|
2025
Q1 | $3.26M | Sell |
29,530
-478
| -2% | -$52.8K | 0.32% | 75 |
|
|
2024
Q4 | $3.3M | Buy |
30,008
+325
| +1% | +$35.8K | 0.33% | 74 |
|
|
2024
Q3 | $3.28M | Sell |
29,683
-5,326
| -15% | -$589K | 0.44% | 60 |
|
|
2024
Q2 | $3.85M | Buy |
35,009
+3,936
| +13% | +$433K | 0.63% | 47 |
|
|
2024
Q1 | $3.42M | Buy |
31,073
+4,401
| +17% | +$484K | 0.6% | 46 |
|
|
2023
Q4 | $2.94M | Buy |
26,672
+13,134
| +97% | +$1.45M | 0.58% | 49 |
|
|
2023
Q3 | $1.5M | Sell |
13,538
-3,523
| -21% | -$389K | 0.35% | 59 |
|
|
2023
Q2 | $1.88M | Buy |
17,061
+287
| +2% | +$31.7K | 0.4% | 56 |
|
|
2023
Q1 | $1.85M | Sell |
16,774
-2,204
| -12% | -$244K | 0.47% | 56 |
|
|
2022
Q4 | $2.09M | Buy |
+18,978
| New | +$2.09M | 0.54% | 54 |
|