IFWM
Institute for Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
54,712
+11,524
| +27% | +$1.27M | 0.67% | 25 |
|
|
2025
Q1 | $4.77M | Buy |
43,188
+5,614
| +15% | +$620K | 0.61% | 31 |
|
|
2024
Q4 | $4.14M | Buy |
37,574
+11,241
| +43% | +$1.24M | 0.52% | 34 |
|
|
2024
Q3 | $2.91M | Buy |
26,333
+1,582
| +6% | +$175K | 0.37% | 53 |
|
|
2024
Q2 | $2.74M | Sell |
24,751
-1,736
| -7% | -$192K | 0.37% | 55 |
|
|
2024
Q1 | $2.93M | Sell |
26,487
-9,547
| -26% | -$1.06M | 0.38% | 49 |
|
|
2023
Q4 | $3.97M | Buy |
36,034
+2,636
| +8% | +$290K | 0.64% | 31 |
|
|
2023
Q3 | $3.69M | Buy |
33,398
+16,082
| +93% | +$1.78M | 0.67% | 24 |
|
|
2023
Q2 | $1.91M | Sell |
17,316
-2,393
| -12% | -$264K | 0.32% | 73 |
|
|
2023
Q1 | $2.18M | Sell |
19,709
-29
| -0.1% | -$3.2K | 0.42% | 55 |
|
|
2022
Q4 | $2.17M | Sell |
19,738
-724
| -4% | -$79.6K | 0.46% | 51 |
|
|
2022
Q3 | $2.25M | Sell |
20,462
-901
| -4% | -$99.1K | 0.51% | 42 |
|
|
2022
Q2 | $2.35M | Sell |
21,363
-244
| -1% | -$26.9K | 0.46% | 43 |
|
|
2022
Q1 | $2.38M | Sell |
21,607
-3,673
| -15% | -$405K | 0.39% | 56 |
|
|
2021
Q4 | $2.79M | Buy |
25,280
+277
| +1% | +$30.6K | 0.45% | 48 |
|
|
2021
Q3 | $2.76M | Sell |
25,003
-67
| -0.3% | -$7.4K | 0.48% | 44 |
|
|
2021
Q2 | $2.77M | Sell |
25,070
-1,426
| -5% | -$158K | 0.49% | 49 |
|
|
2021
Q1 | $2.93M | Sell |
26,496
-1,831
| -6% | -$202K | 0.56% | 36 |
|
|
2020
Q4 | $3.13M | Sell |
28,327
-440
| -2% | -$48.6K | 0.62% | 31 |
|
|
2020
Q3 | $3.18M | Buy |
28,767
+1,097
| +4% | +$121K | 0.73% | 27 |
|
|
2020
Q2 | $3.06M | Buy |
27,670
+8,741
| +46% | +$968K | 0.75% | 24 |
|
|
2020
Q1 | $2.1M | Buy |
18,929
+2,260
| +14% | +$251K | 0.65% | 28 |
|
|
2019
Q4 | $1.84M | Sell |
16,669
-2,965
| -15% | -$327K | 0.42% | 49 |
|
|
2019
Q3 | $2.17M | Sell |
19,634
-6,506
| -25% | -$720K | 0.55% | 37 |
|
|
2019
Q2 | $2.89M | Sell |
26,140
-1,455
| -5% | -$161K | 0.64% | 24 |
|
|
2019
Q1 | $3.05M | Buy |
+27,595
| New | +$3.05M | 0.66% | 26 |
|
|
2018
Q4 | – | Sell |
-47,045
| Closed | -$5.2M | – | 331 |
|
|
2018
Q3 | $5.2M | Sell |
47,045
-7,420
| -14% | -$820K | 1.76% | 8 |
|
|
2018
Q2 | $6.03M | Buy |
54,465
+31,625
| +138% | +$3.5M | 1.92% | 6 |
|
|
2018
Q1 | $2.53M | Buy |
22,840
+18,597
| +438% | +$2.06M | 0.75% | 23 |
|
|
2017
Q4 | $468K | Sell |
4,243
-10,446
| -71% | -$1.15M | 0.11% | 238 |
|
|
2017
Q3 | $1.62M | Sell |
14,689
-2,267
| -13% | -$250K | 0.53% | 55 |
|
|
2017
Q2 | $1.87M | Buy |
+16,956
| New | +$1.87M | 0.52% | 43 |
|
|
2014
Q2 | – | Sell |
-1,297
| Closed | -$143K | – | 70 |
|
|
2014
Q1 | $143K | Sell |
1,297
-3,265
| -72% | -$360K | 0.12% | 49 |
|
|
2013
Q4 | $503K | Sell |
4,562
-644
| -12% | -$71K | 0.36% | 34 |
|
|
2013
Q3 | $574K | Sell |
5,206
-764
| -13% | -$84.2K | 0.39% | 32 |
|
|
2013
Q2 | $658K | Buy |
+5,970
| New | +$658K | 0.53% | 28 |
|