Forza Wealth Management’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 | $1.03M | Buy |
9,302
+500
| +6% | +$55.2K | 0.42% | 58 |
|
|
2025
Q1 | $972K | Hold |
8,802
| – | – | 0.44% | 56 |
|
|
2024
Q4 | $969K | Hold |
8,802
| – | – | 0.44% | 59 |
|
|
2024
Q3 | $974K | Buy |
8,802
+500
| +6% | +$55.3K | 0.45% | 60 |
|
|
2024
Q2 | $917K | Hold |
8,302
| – | – | 0.47% | 57 |
|
|
2024
Q1 | $918K | Hold |
8,302
| – | – | 0.48% | 60 |
|
|
2023
Q4 | $914K | Sell |
8,302
-1,400
| -14% | -$154K | 0.5% | 58 |
|
|
2023
Q3 | $1.07M | Hold |
9,702
| – | – | 0.55% | 55 |
|
|
2023
Q2 | $1.07M | Hold |
9,702
| – | – | 0.54% | 58 |
|
|
2023
Q1 | $1.07M | Hold |
9,702
| – | – | 0.55% | 60 |
|
|
2022
Q4 | $1.07M | Buy |
+9,702
| New | +$1.07M | 0.71% | 44 |
|