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GM Advisory 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
$22.4M Sell
202,611
-272,276
-57% -$30.1M 1.11% 24
2025
Q1
$52.5M Sell
474,887
-16,388
-3% -$1.81M 2.83% 8
2024
Q4
$54.1M Buy
491,275
+54,799
+13% +$6.03M 2.99% 8
2024
Q3
$48.3M Buy
436,476
+18,309
+4% +$2.03M 2.89% 9
2024
Q2
$46.2M Sell
418,167
-202,282
-33% -$22.4M 2.98% 8
2024
Q1
$68.6M Sell
620,449
-107,354
-15% -$11.9M 4.81% 5
2023
Q4
$80.2M Sell
727,803
-80,197
-10% -$8.83M 6.05% 4
2023
Q3
$89.3M Sell
808,000
-119,694
-13% -$13.2M 7.29% 3
2023
Q2
$102M Buy
927,694
+855
+0.1% +$94.4K 8.48% 2
2023
Q1
$102M Buy
926,839
+121,218
+15% +$13.4M 9.33% 2
2022
Q4
$88.6M Sell
805,621
-30,108
-4% -$3.31M 9.45% 2
2022
Q3
$91.9M Buy
835,729
+831,194
+18,328% +$91.4M 11.57% 1
2022
Q2
$499K Sell
4,535
-2,139
-32% -$235K 0.08% 110
2022
Q1
$736K Buy
+6,674
New +$736K 0.09% 106