KFA Private Wealth Group’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 | $10.8M | Buy |
97,839
+11,252
| +13% | +$1.24M | 3.35% | 5 |
|
|
2025
Q1 | $9.56M | Buy |
86,587
+2,084
| +2% | +$230K | 3.35% | 5 |
|
|
2024
Q4 | $9.3M | Sell |
84,503
-8,450
| -9% | -$930K | 3.9% | 4 |
|
|
2024
Q3 | $10.3M | Sell |
92,953
-25,585
| -22% | -$2.83M | 4.91% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
118,538
-99,553
| -46% | -$11M | 6.78% | 3 |
|
|
2024
Q1 | $24.1M | Buy |
218,091
+12,327
| +6% | +$1.36M | 7.48% | 4 |
|
|
2023
Q4 | $22.7M | Buy |
205,764
+37,812
| +23% | +$4.16M | 8.12% | 3 |
|
|
2023
Q3 | $18.6M | Buy |
167,952
+5,773
| +4% | +$638K | 7.71% | 3 |
|
|
2023
Q2 | $17.9M | Buy |
162,179
+89,080
| +122% | +$9.84M | 7.43% | 4 |
|
|
2023
Q1 | $8.08M | Buy |
73,099
+5,531
| +8% | +$611K | 3.68% | 9 |
|
|
2022
Q4 | $7.43M | Buy |
67,568
+195
| +0.3% | +$21.4K | 3.79% | 9 |
|
|
2022
Q3 | $7.41M | Buy |
67,373
+378
| +0.6% | +$41.6K | 3.94% | 9 |
|
|
2022
Q2 | $7.38M | Buy |
66,995
+7,571
| +13% | +$834K | 4.08% | 8 |
|
|
2022
Q1 | $6.55M | Buy |
59,424
+529
| +0.9% | +$58.3K | 3.28% | 9 |
|
|
2021
Q4 | $6.5M | Sell |
58,895
-1,699
| -3% | -$188K | 3.23% | 10 |
|
|
2021
Q3 | $6.69M | Sell |
60,594
-2,625
| -4% | -$290K | 3.66% | 8 |
|
|
2021
Q2 | $6.99M | Buy |
63,219
+330
| +0.5% | +$36.5K | 3.81% | 8 |
|
|
2021
Q1 | $6.95M | Sell |
62,889
-1,320
| -2% | -$146K | 4.05% | 8 |
|
|
2020
Q4 | $7.1M | Buy |
64,209
+5,805
| +10% | +$642K | 4.51% | 6 |
|
|
2020
Q3 | $6.47M | Buy |
58,404
+4,490
| +8% | +$497K | 4.85% | 4 |
|
|
2020
Q2 | $5.97M | Buy |
53,914
+27,866
| +107% | +$3.09M | 5.74% | 4 |
|
|
2020
Q1 | $2.89M | Buy |
26,048
+5,973
| +30% | +$663K | 3.42% | 8 |
|
|
2019
Q4 | $2.22M | Buy |
+20,075
| New | +$2.22M | 2.04% | 9 |
|