Financial Engines Advisors’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 | $16.3M | Buy |
148,023
+1,008
| +0.7% | +$111K | 0.03% | 77 |
|
|
2025
Q1 | $16.2M | Sell |
147,015
-6,511
| -4% | -$719K | 0.03% | 75 |
|
|
2024
Q4 | $16.9M | Sell |
153,526
-8,207
| -5% | -$904K | 0.04% | 78 |
|
|
2024
Q3 | $17.9M | Sell |
161,733
-29,602
| -15% | -$3.27M | 0.04% | 67 |
|
|
2024
Q2 | $21.1M | Buy |
191,335
+15,695
| +9% | +$1.73M | 0.05% | 64 |
|
|
2024
Q1 | $19.4M | Sell |
175,640
-2,510
| -1% | -$277K | 0.04% | 60 |
|
|
2023
Q4 | $19.6M | Sell |
178,150
-18,154
| -9% | -$2M | 0.05% | 60 |
|
|
2023
Q3 | $21.7M | Sell |
196,304
-12,063
| -6% | -$1.33M | 0.06% | 56 |
|
|
2023
Q2 | $23M | Sell |
208,367
-239
| -0.1% | -$26.4K | 0.06% | 59 |
|
|
2023
Q1 | $23.1M | Sell |
208,606
-26,910
| -11% | -$2.97M | 0.06% | 57 |
|
|
2022
Q4 | $25.9M | Sell |
235,516
-95,142
| -29% | -$10.5M | 0.07% | 63 |
|
|
2022
Q3 | $36.4M | Sell |
330,658
-30,737
| -9% | -$3.38M | 0.12% | 55 |
|
|
2022
Q2 | $39.8M | Sell |
361,395
-37,896
| -9% | -$4.17M | 0.12% | 55 |
|
|
2022
Q1 | $44M | Buy |
399,291
+170,394
| +74% | +$18.8M | 0.12% | 53 |
|
|
2021
Q4 | $25.3M | Sell |
228,897
-5,354
| -2% | -$591K | 0.07% | 53 |
|
|
2021
Q3 | $25.9M | Sell |
234,251
-14,743
| -6% | -$1.63M | 0.08% | 53 |
|
|
2021
Q2 | $27.5M | Buy |
248,994
+10,863
| +5% | +$1.2M | 0.08% | 53 |
|
|
2021
Q1 | $26.3M | Sell |
238,131
-337
| -0.1% | -$37.2K | 0.08% | 53 |
|
|
2020
Q4 | $26.4M | Buy |
238,468
+28,966
| +14% | +$3.2M | 0.09% | 53 |
|
|
2020
Q3 | $23.2M | Buy |
209,502
+33,858
| +19% | +$3.75M | 0.09% | 52 |
|
|
2020
Q2 | $19.5M | Buy |
175,644
+160,319
| +1,046% | +$17.8M | 0.09% | 52 |
|
|
2020
Q1 | $1.7M | Buy |
+15,325
| New | +$1.7M | 0.01% | 85 |
|
|
2019
Q4 | – | Sell |
-15,501
| Closed | -$2.05M | – | 138 |
|
|
2019
Q3 | $2.05M | Sell |
15,501
-57,332
| -79% | -$7.56M | 0.01% | 70 |
|
|
2019
Q2 | $8.06M | Buy |
72,833
+12,650
| +21% | +$1.4M | 0.05% | 45 |
|
|
2019
Q1 | $6.65M | Buy |
60,183
+40,674
| +208% | +$4.5M | 0.04% | 45 |
|
|
2018
Q4 | $2.15M | Buy |
+19,509
| New | +$2.15M | 0.01% | 63 |
|