Focus Partners 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 | $25.2M | Buy |
228,513
+23,044
| +11% | +$2.54M | 0.05% | 307 |
|
|
2025
Q1 | $22.7M | Buy |
205,469
+4,704
| +2% | +$520K | 0.06% | 297 |
|
|
2024
Q4 | $22.1M | Buy |
200,765
+36,317
| +22% | +$4M | 0.06% | 306 |
|
|
2024
Q3 | $18.2M | Buy |
164,448
+150,042
| +1,042% | +$16.6M | 0.06% | 297 |
|
|
2024
Q2 | $1.59M | Buy |
14,406
+10,789
| +298% | +$1.19M | 0.01% | 698 |
|
|
2024
Q1 | $400K | Buy |
3,617
+43
| +1% | +$4.76K | ﹤0.01% | 766 |
|
|
2023
Q4 | $394K | Buy |
+3,574
| New | +$394K | 0.01% | 620 |
|