FHC
First Heartland Consultants’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 | $3.33M | Buy |
30,180
+7,171
| +31% | +$792K | 0.3% | 79 |
|
|
2025
Q1 | $2.54M | Buy |
+23,009
| New | +$2.54M | 0.26% | 85 |
|
|
2024
Q4 | – | Sell |
-12,175
| Closed | -$1.35M | – | 499 |
|
|
2024
Q3 | $1.35M | Buy |
+12,175
| New | +$1.35M | 0.14% | 118 |
|
|
2023
Q4 | – | Sell |
-14,291
| Closed | -$1.58M | – | 378 |
|
|
2023
Q3 | $1.58M | Buy |
14,291
+458
| +3% | +$50.6K | 0.2% | 111 |
|
|
2023
Q2 | $1.53M | Sell |
13,833
-25,937
| -65% | -$2.86M | 0.2% | 110 |
|
|
2023
Q1 | $4.39M | Buy |
39,770
+28,872
| +265% | +$3.19M | 0.66% | 36 |
|
|
2022
Q4 | $1.2M | Buy |
10,898
+2,168
| +25% | +$238K | 0.19% | 117 |
|
|
2022
Q3 | $960 | Buy |
8,730
+230
| +3% | +$25 | 0.08% | 129 |
|
|
2022
Q2 | $935K | Buy |
+8,500
| New | +$935K | 0.15% | 123 |
|
|
2014
Q3 | – | Sell |
-4,236
| Closed | -$467K | – | 267 |
|
|
2014
Q2 | $467K | Hold |
4,236
| – | – | 0.21% | 133 |
|
|
2014
Q1 | $467K | Buy |
+4,236
| New | +$467K | 0.23% | 123 |
|