Keebeck 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 | $1.99M | Buy |
18,010
+7,796
| +76% | +$861K | 0.26% | 97 |
|
|
2025
Q1 | $1.13M | Sell |
10,214
-756
| -7% | -$83.5K | 0.17% | 122 |
|
|
2024
Q4 | $1.21M | Sell |
10,970
-8,538
| -44% | -$940K | 0.17% | 119 |
|
|
2024
Q3 | $2.16M | Sell |
19,508
-7,025
| -26% | -$777K | 0.31% | 84 |
|
|
2024
Q2 | $2.93M | Buy |
26,533
+4,824
| +22% | +$533K | 0.43% | 68 |
|
|
2024
Q1 | $2.4M | Buy |
21,709
+1,683
| +8% | +$186K | 0.35% | 79 |
|
|
2023
Q4 | $2.21M | Sell |
20,026
-1,755
| -8% | -$193K | 0.36% | 73 |
|
|
2023
Q3 | $2.41M | Sell |
21,781
-5,373
| -20% | -$594K | 0.42% | 66 |
|
|
2023
Q2 | $3M | Buy |
27,154
+13,066
| +93% | +$1.44M | 0.41% | 68 |
|
|
2023
Q1 | $1.56M | Sell |
14,088
-200
| -1% | -$22.1K | 0.25% | 91 |
|
|
2022
Q4 | $1.57M | Sell |
14,288
-60
| -0.4% | -$6.6K | 0.28% | 84 |
|
|
2022
Q3 | $1.58M | Sell |
14,348
-30,551
| -68% | -$3.36M | 0.3% | 76 |
|
|
2022
Q2 | $4.94M | Buy |
44,899
+156
| +0.3% | +$17.2K | 0.94% | 24 |
|
|
2022
Q1 | $4.93M | Buy |
+44,743
| New | +$4.93M | 0.82% | 26 |
|