Key Financial Inc’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
$12.3K Buy
111
+3
+3% +$331 ﹤0.01% 795
2025
Q1
$11.9K Hold
108
﹤0.01% 778
2024
Q4
$11.9K Hold
108
﹤0.01% 779
2024
Q3
$11.9K Hold
108
﹤0.01% 747
2024
Q2
$11.9K Hold
108
﹤0.01% 734
2024
Q1
$11.9K Hold
108
﹤0.01% 709
2023
Q4
$11.9K Hold
108
﹤0.01% 696
2023
Q3
$11.9K Hold
108
﹤0.01% 668
2023
Q2
$11.9K Buy
108
+95
+731% +$10.5K ﹤0.01% 678
2023
Q1
$1.44K Hold
13
﹤0.01% 992
2022
Q4
$1.43K Hold
13
﹤0.01% 994
2022
Q3
$1K Buy
+13
New +$1K ﹤0.01% 1071