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Investment Management Associates’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
$2.42M Sell
21,872
-15,383
-41% -$1.7M 0.81% 19
2025
Q1
$4.12M Buy
37,255
+22,467
+152% +$2.48M 1.68% 16
2024
Q4
$1.63M Sell
14,788
-6,399
-30% -$705K 0.71% 17
2024
Q3
$2.34M Buy
21,187
+8,827
+71% +$977K 0.92% 19
2024
Q2
$1.37M Buy
12,360
+668
+6% +$73.8K 0.47% 23
2024
Q1
$1.29M Buy
+11,692
New +$1.29M 0.45% 26