Flagship Private Wealth’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 | $1.74M | Buy |
15,747
+317
| +2% | +$35K | 0.74% | 25 |
|
|
2025
Q1 | $1.7M | Sell |
15,430
-20,798
| -57% | -$2.3M | 0.81% | 27 |
|
|
2024
Q4 | $3.99M | Buy |
36,228
+26,921
| +289% | +$2.96M | 1.92% | 15 |
|
|
2024
Q3 | $1.03M | Buy |
9,307
+2,130
| +30% | +$236K | 0.53% | 39 |
|
|
2024
Q2 | $793K | Sell |
7,177
-1,596
| -18% | -$176K | 0.47% | 41 |
|
|
2024
Q1 | $970K | Buy |
+8,773
| New | +$970K | 0.63% | 32 |
|