Gould Capital’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 | $3.82M | Sell |
34,590
-129
| -0.4% | -$14.2K | 2.55% | 9 |
|
2025
Q1 | $3.84M | Sell |
34,719
-1,925
| -5% | -$213K | 2.68% | 9 |
|
2024
Q4 | $4.03M | Buy |
36,644
+1,299
| +4% | +$143K | 2.81% | 8 |
|
2024
Q3 | $3.91M | Buy |
35,345
+1,073
| +3% | +$119K | 2.57% | 9 |
|
2024
Q2 | $3.79M | Buy |
34,272
+594
| +2% | +$65.6K | 2.67% | 10 |
|
2024
Q1 | $3.72M | Buy |
33,678
+2,691
| +9% | +$297K | 2.62% | 10 |
|
2023
Q4 | $3.41M | Sell |
30,987
-46
| -0.1% | -$5.07K | 2.5% | 11 |
|
2023
Q3 | $3.41M | Sell |
31,033
-300
| -1% | -$33K | 2.76% | 10 |
|
2023
Q2 | $3.46M | Sell |
31,333
-1,730
| -5% | -$191K | 2.65% | 10 |
|
2023
Q1 | $3.65M | Sell |
33,063
-410
| -1% | -$45.3K | 2.82% | 8 |
|
2022
Q4 | $3.68M | Sell |
33,473
-1,470
| -4% | -$162K | 2.94% | 8 |
|
2022
Q3 | $3.84M | Sell |
34,943
-386
| -1% | -$42.5K | 3.32% | 5 |
|
2022
Q2 | $3.89M | Sell |
35,329
-124
| -0.3% | -$13.7K | 3.13% | 6 |
|
2022
Q1 | $3.91M | Sell |
35,453
-17,641
| -33% | -$1.95M | 2.81% | 8 |
|
2021
Q4 | $5.86M | Buy |
+53,094
| New | +$5.86M | 4.1% | 5 |
|