Independent Solutions Wealth Management’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 | $8.93M | Buy |
80,895
+6,882
| +9% | +$760K | 1.74% | 13 |
|
|
2025
Q1 | $8.18M | Buy |
74,013
+4,667
| +7% | +$516K | 1.83% | 14 |
|
|
2024
Q4 | $7.64M | Buy |
69,346
+50,372
| +265% | +$5.55M | 1.67% | 17 |
|
|
2024
Q3 | $2.1M | Buy |
18,974
+10,059
| +113% | +$1.11M | 0.47% | 62 |
|
|
2024
Q2 | $985K | Buy |
8,915
+3,589
| +67% | +$397K | 0.23% | 101 |
|
|
2024
Q1 | $589K | Sell |
5,326
-21,226
| -80% | -$2.35M | 0.14% | 110 |
|
|
2023
Q4 | $2.92M | Sell |
26,552
-37,849
| -59% | -$4.17M | 0.75% | 43 |
|
|
2023
Q3 | $7.11M | Buy |
64,401
+50,621
| +367% | +$5.59M | 1.85% | 11 |
|
|
2023
Q2 | $1.52M | Buy |
13,780
+7,904
| +135% | +$873K | 0.38% | 64 |
|
|
2023
Q1 | $649K | Buy |
+5,876
| New | +$649K | 0.19% | 104 |
|