Golden State Equity Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
2,069
-3,026
| -59% | -$334K | 0.04% | 393 |
|
|
2025
Q1 | $563K | Sell |
5,095
-378
| -7% | -$41.8K | 0.11% | 226 |
|
|
2024
Q4 | $603K | Buy |
5,473
+5,358
| +4,659% | +$590K | 0.12% | 200 |
|
|
2024
Q3 | $12.7K | Sell |
115
-6,490
| -98% | -$718K | 0.01% | 556 |
|
|
2024
Q2 | $730K | Buy |
+6,605
| New | +$730K | 0.15% | 149 |
|
|
2023
Q4 | $602K | Sell |
5,470
-4,281
| -44% | -$471K | 0.15% | 158 |
|
|
2023
Q3 | $1.08M | Sell |
9,751
-666
| -6% | -$73.6K | 0.3% | 88 |
|
|
2023
Q2 | $1.15M | Buy |
+10,417
| New | +$1.15M | 0.32% | 75 |
|