Foundry Financial Group’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 | $2.12M | Buy |
19,202
+2,439
| +15% | +$269K | 1.21% | 23 |
|
|
2025
Q1 | $1.85M | Sell |
16,763
-429
| -2% | -$47.4K | 1.14% | 25 |
|
|
2024
Q4 | $1.89M | Buy |
17,192
+3,933
| +30% | +$433K | 1.17% | 26 |
|
|
2024
Q3 | $1.47M | Buy |
13,259
+1,998
| +18% | +$221K | 0.92% | 24 |
|
|
2024
Q2 | $1.24M | Buy |
11,261
+2
| +0% | +$221 | 0.86% | 26 |
|
|
2024
Q1 | $1.24M | Buy |
11,259
+204
| +2% | +$22.6K | 0.89% | 22 |
|
|
2023
Q4 | $1.22M | Buy |
+11,055
| New | +$1.22M | 1.03% | 21 |
|