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