Investment House LLC’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 | Hold |
34,812
| – | – | 0.19% | 89 |
|
|
2025
Q1 | $3.85M | Buy |
34,812
+801
| +2% | +$88.5K | 0.22% | 85 |
|
|
2024
Q4 | $3.74M | Sell |
34,011
-9,579
| -22% | -$1.05M | 0.2% | 86 |
|
|
2024
Q3 | $4.82M | Sell |
43,590
-55
| -0.1% | -$6.09K | 0.26% | 78 |
|
|
2024
Q2 | $4.82M | Buy |
43,645
+291
| +0.7% | +$32.2K | 0.28% | 75 |
|
|
2024
Q1 | $4.79M | Buy |
43,354
+608
| +1% | +$67.2K | 0.28% | 76 |
|
|
2023
Q4 | $4.71M | Buy |
42,746
+20,030
| +88% | +$2.21M | 0.33% | 73 |
|
|
2023
Q3 | $2.51M | Buy |
22,716
+5,428
| +31% | +$600K | 0.2% | 85 |
|
|
2023
Q2 | $1.91M | Buy |
+17,288
| New | +$1.91M | 0.14% | 92 |
|