Insigneo Advisory 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
$3.84M Buy
34,798
+12
+0% +$1.33K 0.33% 50
2025
Q1
$3.84M Sell
34,786
-1,364
-4% -$151K 0.4% 41
2024
Q4
$3.98M Buy
36,150
+1,253
+4% +$138K 0.41% 40
2024
Q3
$3.86M Buy
34,897
+60
+0.2% +$6.64K 0.39% 44
2024
Q2
$3.84M Buy
+34,837
New +$3.84M 0.43% 38