FGAM
Financial Gravity Asset Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.29K | Buy |
+66
| New | +$7.29K | ﹤0.01% | 664 |
|
|
2024
Q2 | $53.5K | Buy |
484
+369
| +321% | +$40.8K | 0.01% | 261 |
|
|
2024
Q1 | $12.6K | Sell |
115
-163
| -59% | -$17.9K | ﹤0.01% | 667 |
|
|
2023
Q4 | $30.7K | Buy |
278
+139
| +100% | +$15.4K | ﹤0.01% | 633 |
|
|
2023
Q3 | $15.4K | Sell |
139
-37
| -21% | -$4.1K | ﹤0.01% | 563 |
|
|
2023
Q2 | $8.23K | Sell |
176
-1
| -0.6% | -$47 | 0.02% | 390 |
|
|
2023
Q1 | $14.3K | Buy |
177
+67
| +61% | +$5.42K | 0.44% | 45 |
|
|
2022
Q4 | $3.77K | Sell |
110
-880
| -89% | -$30.2K | 0.02% | 445 |
|
|
2022
Q3 | $14.4K | Sell |
990
-220
| -18% | -$3.19K | 0.49% | 38 |
|
|
2022
Q2 | $17.5K | Hold |
1,210
| – | – | 0.54% | 36 |
|
|
2022
Q1 | $17.9K | Buy |
1,210
+220
| +22% | +$3.25K | 0.5% | 45 |
|
|
2021
Q4 | $14.4K | Buy |
990
+859
| +656% | +$12.5K | 0.33% | 67 |
|
|
2021
Q3 | $110K | Hold |
131
| – | – | 0.05% | 332 |
|
|
2021
Q2 | $110K | Hold |
131
| – | – | 0.04% | 328 |
|
|
2021
Q1 | $14.4K | Sell |
131
-5
| -4% | -$551 | 0.3% | 37 |
|
|
2020
Q4 | $15K | Buy |
+136
| New | +$15K | 0.01% | 146 |
|
|
2020
Q2 | – | Sell |
-2,013
| Closed | -$223K | – | 747 |
|
|
2020
Q1 | $223K | Sell |
2,013
-2,825
| -58% | -$313K | 0.69% | 16 |
|
|
2019
Q4 | $136K | Sell |
4,838
-1,502
| -24% | -$42.2K | 0.09% | 215 |
|
|
2019
Q3 | $701K | Sell |
6,340
-729
| -10% | -$80.6K | 0.6% | 36 |
|
|
2019
Q2 | $782K | Sell |
7,069
-1,444
| -17% | -$160K | 0.64% | 41 |
|
|
2019
Q1 | $939K | Buy |
+8,513
| New | +$939K | 0.76% | 32 |
|
|
2018
Q3 | $464K | Sell |
4,205
-417
| -9% | -$46K | 0.49% | 34 |
|
|
2018
Q2 | $510K | Buy |
4,622
+31
| +0.7% | +$3.42K | 0.48% | 30 |
|
|
2018
Q1 | $506K | Buy |
+4,591
| New | +$506K | 0.52% | 29 |
|