HFG Advisors’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 | $3.01M | Buy |
27,271
+3,649
| +15% | +$403K | 2.39% | 9 |
|
2025
Q1 | $2.61M | Buy |
23,622
+11,451
| +94% | +$1.26M | 2.23% | 10 |
|
2024
Q4 | $1.34M | Buy |
12,171
+2,448
| +25% | +$270K | 1.17% | 24 |
|
2024
Q3 | $1.08M | Sell |
9,723
-1,615
| -14% | -$179K | 0.95% | 28 |
|
2024
Q2 | $1.25M | Buy |
11,338
+1,575
| +16% | +$174K | 1.17% | 25 |
|
2024
Q1 | $1.08M | Sell |
9,763
-725
| -7% | -$80.1K | 0.96% | 28 |
|
2023
Q4 | $1.16M | Buy |
10,488
+7,086
| +208% | +$780K | 1.11% | 24 |
|
2023
Q3 | $376K | Buy |
+3,402
| New | +$376K | 0.41% | 58 |
|