Heartland Bank & Trust’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 | $1.98M | Sell |
17,899
-4,919
| -22% | -$543K | 0.93% | 22 |
|
|
2025
Q1 | $2.52M | Sell |
22,818
-19,909
| -47% | -$2.2M | 1.29% | 11 |
|
|
2024
Q4 | $4.7M | Sell |
42,727
-4,004
| -9% | -$441K | 2.56% | 9 |
|
|
2024
Q3 | $5.17M | Sell |
46,731
-4,451
| -9% | -$492K | 2.79% | 7 |
|
|
2024
Q2 | $5.66M | Buy |
51,182
+2,006
| +4% | +$222K | 3.21% | 7 |
|
|
2024
Q1 | $5.44M | Buy |
49,176
+10,262
| +26% | +$1.13M | 3.16% | 7 |
|
|
2023
Q4 | $4.29M | Buy |
38,914
+36,408
| +1,453% | +$4.01M | 2.95% | 7 |
|
|
2023
Q3 | $277K | Buy |
+2,506
| New | +$277K | 0.22% | 112 |
|
|
2022
Q1 | – | Sell |
-17,461
| Closed | -$1.93M | – | 138 |
|
|
2021
Q4 | $1.93M | Buy |
17,461
+304
| +2% | +$33.6K | 1.43% | 13 |
|
|
2021
Q3 | $1.9M | Sell |
17,157
-5,180
| -23% | -$572K | 1.63% | 14 |
|
|
2021
Q2 | $2.47M | Buy |
22,337
+5,437
| +32% | +$601K | 2.27% | 9 |
|
|
2021
Q1 | $1.87M | Buy |
16,900
+7,163
| +74% | +$792K | 1.71% | 13 |
|
|
2020
Q4 | $1.08M | Buy |
+9,737
| New | +$1.08M | 0.96% | 28 |
|