GM
GeoWealth Management’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 | $407K | Buy |
3,685
+2,383
| +183% | +$263K | 0.02% | 455 |
|
|
2025
Q1 | $144K | Sell |
1,302
-241
| -16% | -$26.6K | 0.01% | 732 |
|
|
2024
Q4 | $170K | Buy |
1,543
+75
| +5% | +$8.26K | 0.01% | 819 |
|
|
2024
Q3 | $162K | Sell |
1,468
-191
| -12% | -$21.1K | 0.01% | 775 |
|
|
2024
Q2 | $183K | Sell |
1,659
-1,790
| -52% | -$198K | 0.01% | 708 |
|
|
2024
Q1 | $381K | Sell |
3,449
-35,190
| -91% | -$3.89M | 0.01% | 505 |
|
|
2023
Q4 | $4.26M | Sell |
38,639
-11,718
| -23% | -$1.29M | 0.35% | 70 |
|
|
2023
Q3 | $5.56M | Sell |
50,357
-136,315
| -73% | -$15.1M | 0.63% | 41 |
|
|
2023
Q2 | $20.6M | Sell |
186,672
-13,793
| -7% | -$1.52M | 2.23% | 7 |
|
|
2023
Q1 | $22.2M | Buy |
200,465
+118,088
| +143% | +$13M | 2.59% | 7 |
|
|
2022
Q4 | $9.06M | Buy |
82,377
+417
| +0.5% | +$45.8K | 0.96% | 21 |
|
|
2022
Q3 | $9.02M | Buy |
81,960
+68,122
| +492% | +$7.49M | 0.98% | 15 |
|
|
2022
Q2 | $1.52M | Buy |
+13,838
| New | +$1.52M | 0.2% | 88 |
|
|
2020
Q3 | – | Sell |
-54,981
| Closed | -$6.09M | – | 183 |
|
|
2020
Q2 | $6.09M | Buy |
+54,981
| New | +$6.09M | 2.52% | 8 |
|