KWB Wealth’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 | $859K | Buy |
7,772
+15
| +0.2% | +$1.66K | 0.1% | 79 |
|
|
2025
Q1 | $854K | Sell |
7,757
-774
| -9% | -$85.2K | 0.1% | 81 |
|
|
2024
Q4 | $944K | Buy |
8,531
+110
| +1% | +$12.2K | 0.12% | 65 |
|
|
2024
Q3 | $931K | Buy |
8,421
+107
| +1% | +$11.8K | 0.12% | 64 |
|
|
2024
Q2 | $919K | Hold |
8,314
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $919K | Buy |
8,314
+69
| +0.8% | +$7.63K | 0.12% | 64 |
|
|
2023
Q4 | $908K | Buy |
8,245
+242
| +3% | +$26.7K | 0.13% | 62 |
|
|
2023
Q3 | $884K | Hold |
8,003
| – | – | 0.14% | 55 |
|
|
2023
Q2 | $884K | Buy |
+8,003
| New | +$884K | 0.14% | 55 |
|