Gould Asset Management’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 | $4.49M | Buy |
40,641
+895
| +2% | +$98.8K | 0.88% | 18 |
|
|
2025
Q1 | $4.39M | Buy |
39,746
+995
| +3% | +$110K | 0.91% | 18 |
|
|
2024
Q4 | $4.27M | Buy |
38,751
+10,637
| +38% | +$1.17M | 0.9% | 18 |
|
|
2024
Q3 | $3.11M | Buy |
28,114
+2,747
| +11% | +$304K | 0.67% | 24 |
|
|
2024
Q2 | $2.8M | Buy |
25,367
+4,075
| +19% | +$450K | 0.65% | 24 |
|
|
2024
Q1 | $2.35M | Sell |
21,292
-2,580
| -11% | -$285K | 0.57% | 26 |
|
|
2023
Q4 | $2.63M | Sell |
23,872
-2,426
| -9% | -$267K | 0.68% | 24 |
|
|
2023
Q3 | $2.91M | Buy |
26,298
+11,670
| +80% | +$1.29M | 0.82% | 21 |
|
|
2023
Q2 | $1.62M | Sell |
14,628
-1,007
| -6% | -$111K | 0.45% | 28 |
|
|
2023
Q1 | $1.73M | Sell |
15,635
-889
| -5% | -$98.2K | 0.49% | 28 |
|
|
2022
Q4 | $1.82M | Buy |
16,524
+195
| +1% | +$21.4K | 0.55% | 29 |
|
|
2022
Q3 | $1.8M | Buy |
16,329
+639
| +4% | +$70.3K | 0.61% | 25 |
|
|
2022
Q2 | $1.73M | Buy |
+15,690
| New | +$1.73M | 0.56% | 27 |
|
|
2021
Q4 | – | Sell |
-2,850
| Closed | -$315K | – | 143 |
|
|
2021
Q3 | $315K | Buy |
2,850
+120
| +4% | +$13.3K | 0.1% | 95 |
|
|
2021
Q2 | $302K | Buy |
2,730
+540
| +25% | +$59.7K | 0.09% | 116 |
|
|
2021
Q1 | $242K | Buy |
+2,190
| New | +$242K | 0.07% | 129 |
|
|
2020
Q3 | – | Sell |
-15,955
| Closed | -$1.77M | – | 139 |
|
|
2020
Q2 | $1.77M | Sell |
15,955
-84,085
| -84% | -$9.31M | 0.62% | 28 |
|
|
2020
Q1 | $11.1M | Buy |
100,040
+94,740
| +1,788% | +$10.5M | 4.23% | 5 |
|
|
2019
Q4 | $585K | Buy |
+5,300
| New | +$585K | 0.19% | 65 |
|