Hemington Wealth 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 | $363K | Hold |
3,291
| – | – | 0.05% | 91 |
|
|
2025
Q1 | $363K | Hold |
3,291
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $362K | Hold |
3,291
| – | – | 0.09% | 88 |
|
|
2024
Q3 | $363K | Hold |
3,291
| – | – | 0.1% | 88 |
|
|
2024
Q2 | $363K | Hold |
3,291
| – | – | 0.12% | 85 |
|
|
2024
Q1 | $364K | Hold |
3,291
| – | – | 0.13% | 86 |
|
|
2023
Q4 | $362K | Hold |
3,291
| – | – | 0.14% | 79 |
|
|
2023
Q3 | $363K | Sell |
3,291
-1,444
| -30% | -$159K | 0.17% | 67 |
|
|
2023
Q2 | $522K | Hold |
4,735
| – | – | 0.21% | 55 |
|
|
2023
Q1 | $523K | Hold |
4,735
| – | – | 0.21% | 51 |
|
|
2022
Q4 | $520K | Hold |
4,735
| – | – | 0.22% | 47 |
|
|
2022
Q3 | $521K | Hold |
4,735
| – | – | 0.23% | 49 |
|
|
2022
Q2 | $521K | Hold |
4,735
| – | – | 0.21% | 55 |
|
|
2022
Q1 | $522K | Hold |
4,735
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $523K | Hold |
4,735
| – | – | 0.24% | 46 |
|
|
2021
Q3 | $523K | Hold |
4,735
| – | – | 0.19% | 52 |
|
|
2021
Q2 | $523K | Hold |
4,735
| – | – | 0.22% | 51 |
|
|
2021
Q1 | $523K | Hold |
4,735
| – | – | 0.22% | 49 |
|
|
2020
Q4 | $523K | Buy |
+4,735
| New | +$523K | 0.24% | 46 |
|