Great Valley Advisor Group’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 | $2.62M | Buy |
23,729
+2,492
| +12% | +$275K | 0.06% | 272 |
|
|
2025
Q1 | $2.35M | Sell |
21,237
-4,709
| -18% | -$520K | 0.05% | 281 |
|
|
2024
Q4 | $2.86M | Buy |
25,946
+3,738
| +17% | +$412K | 0.06% | 261 |
|
|
2024
Q3 | $2.46M | Sell |
22,208
-12,221
| -35% | -$1.35M | 0.06% | 282 |
|
|
2024
Q2 | $3.8M | Buy |
34,429
+1,888
| +6% | +$209K | 0.11% | 203 |
|
|
2024
Q1 | $3.6M | Sell |
32,541
-192
| -0.6% | -$21.2K | 0.11% | 196 |
|
|
2023
Q4 | $3.6M | Buy |
32,733
+4,591
| +16% | +$506K | 0.13% | 178 |
|
|
2023
Q3 | $3.11M | Sell |
28,142
-188,023
| -87% | -$20.8M | 0.13% | 175 |
|
|
2023
Q2 | $23.9M | Buy |
216,165
+40,145
| +23% | +$4.43M | 1% | 16 |
|
|
2023
Q1 | $19.4M | Buy |
+176,020
| New | +$19.4M | 0.91% | 19 |
|