Laidlaw 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
Q1 | – | Sell |
-51,675
| Closed | -$5.69M | – | 140 |
|
|
2024
Q4 | $5.69M | Buy |
51,675
+9,586
| +23% | +$1.06M | 2.48% | 5 |
|
|
2024
Q3 | $4.66M | Buy |
42,089
+520
| +1% | +$57.5K | 2.3% | 7 |
|
|
2024
Q2 | $4.59M | Buy |
41,569
+1,001
| +2% | +$111K | 2.52% | 6 |
|
|
2024
Q1 | $4.48M | Buy |
40,568
+3,673
| +10% | +$406K | 2.5% | 5 |
|
|
2023
Q4 | $4.06M | Sell |
36,895
-9,329
| -20% | -$1.03M | 1.48% | 9 |
|
|
2023
Q3 | $5.11M | Sell |
46,224
-3,018
| -6% | -$333K | 1.69% | 5 |
|
|
2023
Q2 | $5.44M | Buy |
49,242
+3,373
| +7% | +$373K | 1.06% | 14 |
|
|
2023
Q1 | $5.07M | Buy |
45,869
+4,980
| +12% | +$550K | 1.03% | 14 |
|
|
2022
Q4 | $4.49M | Sell |
40,889
-2,727
| -6% | -$300K | 0.96% | 16 |
|
|
2022
Q3 | $4.8M | Buy |
43,616
+5,144
| +13% | +$566K | 1.12% | 14 |
|
|
2022
Q2 | $4.24M | Buy |
38,472
+34,440
| +854% | +$3.79M | 0.86% | 21 |
|
|
2022
Q1 | $445K | Buy |
4,032
+1,363
| +51% | +$150K | 0.07% | 237 |
|
|
2021
Q4 | $295K | Buy |
+2,669
| New | +$295K | 0.05% | 311 |
|