GeoWealth 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
Q2 | $407K | Buy |
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|
2025
Q1 | $144K | Sell |
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|
2024
Q4 | $170K | Buy |
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|
2024
Q3 | $162K | Sell |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $4.25M | Sell |
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|
2023
Q3 | $5.56M | Sell |
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|
2023
Q2 | $20.6M | Sell |
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|
2023
Q1 | $22.2M | Buy |
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|
2022
Q4 | $9.05M | Buy |
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|
2022
Q3 | $9.02M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.09M | Buy |
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