IFG Advisory’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
$969K Sell
8,780
-14
-0.2% -$1.55K 0.05% 348
2025
Q1
$971K Buy
8,794
+212
+2% +$23.4K 0.05% 328
2024
Q4
$945K Sell
8,582
-2,278
-21% -$251K 0.05% 306
2024
Q3
$1.2M Buy
10,860
+2,093
+24% +$232K 0.08% 255
2024
Q2
$969K Buy
+8,767
New +$969K 0.06% 286
2018
Q3
Sell
-4,921
Closed -$517K 387
2018
Q2
$517K Buy
+4,921
New +$517K 0.11% 185