GG
GenWealth Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
15,999
+108
| +0.7% | +$11.9K | 0.36% | 35 |
|
|
2025
Q1 | $1.76M | Buy |
15,891
+5,486
| +53% | +$606K | 0.39% | 33 |
|
|
2024
Q4 | $1.15M | Buy |
10,405
+477
| +5% | +$52.5K | 0.26% | 38 |
|
|
2024
Q3 | $1.1M | Buy |
9,928
+1,102
| +12% | +$122K | 0.25% | 40 |
|
|
2024
Q2 | $975K | Buy |
8,826
+1,013
| +13% | +$112K | 0.24% | 41 |
|
|
2024
Q1 | $864K | Sell |
7,813
-1,470
| -16% | -$162K | 0.22% | 42 |
|
|
2023
Q4 | $1.02M | Sell |
9,283
-1,467
| -14% | -$162K | 0.28% | 40 |
|
|
2023
Q3 | $1.19M | Buy |
10,750
+3,247
| +43% | +$359K | 0.36% | 37 |
|
|
2023
Q2 | $829K | Sell |
7,503
-599
| -7% | -$66.2K | 0.24% | 41 |
|
|
2023
Q1 | $895K | Sell |
8,102
-3,402
| -30% | -$376K | 0.27% | 38 |
|
|
2022
Q4 | $1.26M | Buy |
+11,504
| New | +$1.26M | 0.41% | 39 |
|
|
2022
Q1 | – | Sell |
-1,961
| Closed | -$216K | – | 76 |
|
|
2021
Q4 | $216K | Hold |
1,961
| – | – | 0.06% | 64 |
|
|
2021
Q3 | $217K | Sell |
1,961
-390
| -17% | -$43.2K | 0.06% | 61 |
|
|
2021
Q2 | $259K | Sell |
2,351
-6,753
| -74% | -$744K | 0.08% | 56 |
|
|
2021
Q1 | $1.01M | Buy |
9,104
+2,649
| +41% | +$293K | 0.32% | 31 |
|
|
2020
Q4 | $714K | Sell |
6,455
-5,040
| -44% | -$557K | 0.24% | 35 |
|
|
2020
Q3 | $1.27M | Sell |
11,495
-26,015
| -69% | -$2.88M | 0.46% | 32 |
|
|
2020
Q2 | $4.15M | Sell |
37,510
-392,691
| -91% | -$43.5M | 1.61% | 19 |
|
|
2020
Q1 | $47.8M | Buy |
+430,201
| New | +$47.8M | 20.82% | 1 |
|