Howard Financial Services’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 | $205K | Sell |
1,856
-579
| -24% | -$63.9K | 0.03% | 172 |
|
|
2025
Q1 | $269K | Buy |
2,435
+464
| +24% | +$51.3K | 0.04% | 147 |
|
|
2024
Q4 | $217K | Buy |
+1,971
| New | +$217K | 0.03% | 175 |
|
|
2024
Q3 | – | Sell |
-2,420
| Closed | -$267K | – | 173 |
|
|
2024
Q2 | $267K | Sell |
2,420
-1,723
| -42% | -$190K | 0.04% | 127 |
|
|
2024
Q1 | $458K | Hold |
4,143
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $456K | Sell |
4,143
-1,357
| -25% | -$149K | 0.09% | 90 |
|
|
2023
Q3 | $608K | Sell |
5,500
-1,422
| -21% | -$157K | 0.14% | 67 |
|
|
2023
Q2 | $765K | Sell |
6,922
-59
| -0.8% | -$6.52K | 0.18% | 57 |
|
|
2023
Q1 | $771K | Sell |
6,981
-505
| -7% | -$55.8K | 0.19% | 53 |
|
|
2022
Q4 | $823K | Sell |
7,486
-3,059
| -29% | -$336K | 0.22% | 51 |
|
|
2022
Q3 | $1.16M | Buy |
+10,545
| New | +$1.16M | 0.38% | 37 |
|
|
2021
Q1 | – | Sell |
-1,887
| Closed | -$209K | – | 130 |
|
|
2020
Q4 | $209K | Hold |
1,887
| – | – | 0.11% | 102 |
|
|
2020
Q3 | $209K | Buy |
+1,887
| New | +$209K | 0.14% | 84 |
|