Highline Wealth Partners’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 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 273 |
|
|
2024
Q4 | $12.4K | Hold |
113
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $12.5K | Sell |
113
-652
| -85% | -$72.1K | 0.01% | 210 |
|
|
2023
Q4 | $84.2K | Sell |
765
-21
| -3% | -$2.31K | 0.04% | 114 |
|
|
2023
Q3 | $86.9K | Sell |
786
-682
| -46% | -$75.4K | 0.05% | 103 |
|
|
2023
Q2 | $162K | Sell |
1,468
-777
| -35% | -$85.8K | 0.1% | 90 |
|
|
2023
Q1 | $248K | Sell |
2,245
-415
| -16% | -$45.9K | 0.17% | 81 |
|
|
2022
Q4 | $292K | Buy |
+2,660
| New | +$292K | 0.22% | 82 |
|