Geneos Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.2K | Sell |
|
|||||
|
2025
Q2 | $138K | Sell |
|
|||||
|
2025
Q1 | $199K | Buy |
|
|||||
|
2024
Q4 | $97.7K | Sell |
|
|||||
|
2024
Q3 | $98.8K | Sell |
|
|||||
|
2024
Q2 | $966K | Buy |
|
|||||
|
2024
Q1 | $949K | Sell |
|
|||||
|
2023
Q4 | $1.57M | Buy |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.2M | Sell |
|
|||||
|
2023
Q1 | $3.55M | Sell |
|
|||||
|
2022
Q4 | $4.33M | Buy |
|
|||||
|
2022
Q3 | $744K | Buy |
|
|||||
|
2022
Q2 | $630K | Buy |
|
|||||
|
2022
Q1 | $290K | Sell |
|
|||||
|
2021
Q4 | $303K | Sell |
|
|||||
|
2021
Q3 | $318K | Sell |
|
|||||
|
2021
Q2 | $437K | Sell |
|
|||||
|
2021
Q1 | $643K | Buy |
|
|||||
|
2020
Q4 | $455K | Sell |
|
|||||
|
2020
Q3 | $1.53M | Buy |
|
|||||
|
2020
Q2 | $1.29M | Buy |
|
|||||
|
2020
Q1 | $264K | Sell |
|
|||||
|
2019
Q4 | $2.25M | Buy |
|
|||||
|
2019
Q3 | $13K | Buy |
|
|||||
|
2019
Q2 | $7K | Sell |
|
|||||
|
2019
Q1 | $9K | Sell |
|
|||||
|
2018
Q4 | $348K | Buy |
|
|||||
|
2018
Q3 | $67K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $80K | Sell |
|
|||||
|
2016
Q4 | $132K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $26K | Hold |
|
|||||
|
2016
Q1 | $26K | Buy |
|