Fountainhead AM’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 | $4.21M | Buy |
38,140
+2,813
| +8% | +$311K | 0.61% | 30 |
|
|
2025
Q1 | $3.9M | Buy |
35,327
+33
| +0.1% | +$3.65K | 0.63% | 26 |
|
|
2024
Q4 | $3.89M | Buy |
35,294
+7,202
| +26% | +$793K | 0.71% | 26 |
|
|
2024
Q3 | $3.11M | Sell |
28,092
-649
| -2% | -$71.8K | 0.65% | 25 |
|
|
2024
Q2 | $3.18M | Sell |
28,741
-1,551
| -5% | -$171K | 0.75% | 22 |
|
|
2024
Q1 | $3.35M | Buy |
30,292
+1,616
| +6% | +$179K | 0.82% | 22 |
|
|
2023
Q4 | $3.16M | Sell |
28,676
-1,126
| -4% | -$124K | 0.87% | 22 |
|
|
2023
Q3 | $3.29M | Buy |
29,802
+7,237
| +32% | +$799K | 1.15% | 20 |
|
|
2023
Q2 | $2.49M | Buy |
+22,565
| New | +$2.49M | 0.89% | 21 |
|